Client Service Executive, Wealth Management

Rothschild &(1 month ago)

London, United KingdomOnsiteFull TimeMedior$83,981 - $112,686 (estimated)Wealth Management

About this role

A Client Service Executive at Rothschild & Co Wealth Management supports Client Adviser teams across London, Guernsey and Zurich and acts as a primary client contact within the firm's wealth management division. The role sits within a long-term, preservation-first wealth management business serving high-net-worth clients and families.

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Required Skills

Client Service
Cash Management
Onboarding
KYC
AML
Compliance
Reporting
Account Maintenance
Communication
Organisation

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About Rothschild &

rothschildandco.com

Rothschild & Co is one of the world’s largest independent financial advisory groups, employing 4,200 people in over 40 countries across the world, delivering a unique global perspective across four market-leading business divisions; Global Advisory, Asset Management, Wealth Management and Merchant Banking.

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