Skip to main content

This job has expired

You will need to login before you can apply for a job.

Wealth Management Analyst - Manchester or Birmingham

Employer
Rothschild & Co
Location
Manchester, United Kingdom
Salary
Competitive
Closing date
Dec 9, 2022

View more

Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Overview of Role

Great wealth managers must provide a first class personal service, where team members truly know each client and understand their requirements, whilst also delivering on each client's investment requirements. To achieve this, we adopt a collaborative approach, splitting relationship and portfolio responsibilities between Client Adviser and Portfolio Manager teams.

Client Adviser teams are responsible for all elements of a client's relationship with Rothschild Wealth Management. This includes: working with clients to determine their investment requirements, co-ordinating investment advice and handling all day-to-day client needs. Teams are comprised of senior Client Advisers, Associates and Analysts and Client Service Executive, who support Client Advisers.

We are seeking to hire an exceptional Analyst to support our Manchester and Birmingham based Client Adviser teams.

Responsibilities
  • Production of portfolio reviews, investment proposals and other communications for clients / potential clients.
  • Preparation of bespoke analysis for specific client situations.
  • Pro-active monitoring and review of client portfolios, including: consideration of risk tolerance, tax, appropriateness of positions, missing opportunities, etc.
  • Liaising with the investment team regarding investment recommendations and implementation.
  • Co-ordination of new account openings - working with client advisers, client service executives and compliance.
  • Collating data and information for senior team members on markets and portfolios.
  • Identifying opportunities for developing new clients for the team

Education and Qualifications
  • A levels or equivalent: ABB or above
  • Degree or equivalent: 2:1 or above

Experience, Skills and Competencies Required
  • Highly numerate with excellent analytical ability
  • Strong IT skills to include advanced Excel, PowerPoint and Word
  • Excellent written English and highly articulate
  • Strong organisational skills, ability to multi-task and maintain exceptional attention to detail even when working under pressure
  • Can-do attitude, approach all tasks with energy and enthusiasm
  • Exceptional communication skills
  • Collaborative team player
  • The highest levels of professional and personal integrity
  • Curious and ambitious
  • Knowledge and interest in financial markets and investments
  • Recent Graduate or up to 2 years experience of working at a financial services firm preferred but not essential

Our goal is to have a balanced, inclusive and flexible environment which enables all colleagues to achieve their personal and professional aspirations, and to ensure that Rothschild & Co provides longer term opportunities for talent.'

Sign in to create job alerts

Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.

Create alert