The Client Adviser acts as the primary representative for Rothschild & Co, focusing on the UK offshore market. The role is centered on driving new business development and maintaining long-term relationships with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients connected to the UK.
Responsibilities
- Develop and implement a comprehensive 3–5-year business strategy, including setting targets for Assets under Management (AuM).
- Cultivate trusted relationships with clients, secure new business, and ensure high-quality service delivery.
- Collaborate with teams across European offices, with a particular emphasis on UK-based colleagues, to uncover new opportunities.
- Conduct thorough financial and quantitative analysis to support client decisions.
- Deliver clear and compelling presentations, demonstrating strong communication abilities.
Requirements
- Possess 5–10 years of relevant experience in Private Banking, specifically working with UK clients.
- Demonstrate a deep understanding of global financial markets and hands-on experience in structuring and managing portfolios across various asset classes.
- Have a solid foundation in financial planning, including knowledge of tax, legal, and estate planning matters.
- Understand and adhere to compliance, legal, and regulatory requirements across relevant markets.
Nice to have
- A well-established network within the UK business ecosystem is considered a valuable asset.
What the company offers
- Access to a comprehensive range of health and wellbeing services.
- Employer pension and social insurance contributions that exceed industry averages.
- A workplace culture that is collaborative, respectful, and inclusive.
- Opportunities for continuous learning through internal training programs.
- Financial assistance for external education and professional certifications.
- Flexible working arrangements, including the option to work remotely up to 40% of the time.
About the company
Rothschild & Co is a leading global financial services group with over 200 years of history and seven generations of family control. The company is built on strong relationships and places a significant emphasis on its people. It fosters an inclusive and supportive environment where diverse perspectives are valued, guided by a purpose-driven culture rooted in being thoughtful, creative, and principled.
- A family-controlled business that prioritizes relationships and people.
- An inclusive and supportive environment that values diverse perspectives.
- A purpose-driven culture guided by principles of thoughtfulness, creativity, and integrity.
How to apply
Documents to submit:
Quelle: öffentlich zugängliche Karriereseite des Arbeitgebers. Batchly ist nicht der Arbeitgeber und steht nicht notwendigerweise in einem Vertragsverhältnis mit dem Unternehmen.