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 4,600 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 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.
The Client Adviser – UK Offshore is the face of Rothschild & Co's business. The Client Adviser 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
- Proven successful track record in building trusted relationships with clients, client acquisition and delivering 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 attitude and teamwork are 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 ecosystem 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, including tax, legal 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 solutions for clients in challenging market circumstances
- Awareness and knowledge of compliance, legal and regulatory practices in the relevant markets
- Flexibility, curiosity, ‘can-do’ attitude, high interpersonal competence, proactive
Benefits
- Rothschild & Co provides a wide range of health and wellbeing services, supported by above‑average employer contributions to pension and social insurance, strengthening your long‑term financial security.
- A collaborative, respectful and inclusive workplace where people feel valued, empowered and able to contribute their ideas.
- A purpose-driven culture guided by our longstanding principles of being thoughtful, creative and principled, with a focus on responsible and long‑term decision‑making.
- Continuous learning through in‑house training opportunities and financial support for external education and professional certifications.
- Flexible ways of working with the possibility to work from home up to 40%, based on the role.
If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV, certificates and all other relevant documents through our recruitment tool.