Client Team Analyst, Wealth Management
Rothschild &(1 month ago)
About this role
An Analyst within Rothschild & Co Wealth Management supporting the Client Adviser team and the management of a large, international book of clients. The role sits within a collaborative team environment alongside Client Advisers and Portfolio Managers. It is an early-career position focused on client-facing support and contributing to the team’s growth.
Required Skills
- Financial Analysis
- Excel
- PowerPoint
- Client Management
- Portfolio Review
- Communication
- Research
- Compliance Liaison
- Organisation
Qualifications
- A Levels (ABB)
- Degree (2:1)
About Rothschild &
rothschildandco.comRothschild & 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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