Analyst (Graduate 2015)

Rothschild Great Wealth Managers is seeking a highly motivated Analyst to join one of their London-based Client Adviser teams. This role focuses on providing first-class personal service, understanding client requirements, and delivering on investment commitments. The team also handles Client Strategy, collaborating with other teams to support complex clients. The ideal candidate will be a numbers and analytical person with excellent communication and organizational skills.

Requirements

• Highly numerate with good analytical ability
• Excellent written English and highly articulate
• Strong organisational skills, ability to multi-task and maintain attention to detail
• C-hold attitude, energy, enthusiasm
• Exceptional communication skills
• Collaborative team player
• Professional and personal integrity
• Competitive IT skills (PowerPoint, Word, Excel)
• Knowledge of financial markets and investments
• Ability to produce and review portfolios
• Pro-active client portfolio monitoring
• Coordination of new account openings
• Data collation for senior team members
• Engagement with Client Strategy