Client Adviser - UK Offshore

About Us

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.

Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.

We have 4,200 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.

As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where diversity and different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

Overview of Role

The Client Advisor – UK Offshore is the face of Rothschild & Co's business. The Client Advisor leads new client acquisition and retention through a broad knowledge of investments, banking, and financial planning.

The successful candidate will focus on acquiring and retaining HNW & UHNW clients either in the UK or affiliated with the UK. A proven track record in market and product expertise, along with strong business development skills, is essential for success in this role.

Responsibilities

Ability to formulate and execute on a 3-5 years strategy & business plan with target AuM’s and people

Proven successful track record in building trusted relationships with clients, client acquisition and deliver excellent service;

Find opportunities liaising with teams across our locations in Europe, particularly the UK, to ensure seamless service and integrated solutions for clients.

A passion to perform in a highly motivated team, entrepreneurial and teamwork is essential

Ability to provide strong financial and quantitative analysis

Excellent presentation and communication skills, persuasive personality

Experience, Qualifications, Skills and Competencies Required

Solid business experience of 5 – 10 years in Private Banking covering UK clients

To be well-connected within the UK business eco-system is an asset, with a strategic angle, whether in a sector, or a target market segmentation

Strong knowledge of global financial markets and experience in structuring and managing portfolios across all asset classes

Good foundations and experience in financial planning, which includes tax, law and estate planning knowledge

Person of integrity, high sense of responsibility, personal engagement/initiative, pronounced entrepreneurial attitude, seeking continuous improvement

Creative mind in finding investment solution for clients in challenging market circumstances

Awareness and knowledge of compliance, legal and regulatory practice in the relevant markets

Flexibility, curiosity, ‘can do’ attitude, high social competence, proactive

Benefits

Rothschild & Co is committed to safeguarding and enhancing the health and wellbeing of all its employees. To support this, Rothschild & Co provides all employees with a range of benefits that aim to support their overall wellbeing

We are conducive to creating a working environment and culture where people can succeed

If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV and Cover Letter through our recruitment tool.

JR013621