Wealth Management Expert

7 giorni fa

Milano, Lombardia, Italia Rothschild & Co A tempo pieno
{"Overview of Role": "As a Wealth Management Analyst at Rothschild & Co, you will play a crucial role in providing exceptional client service and delivering tailored investment solutions.

Your responsibilities will include producing portfolio reviews, investment proposals, and other communications for clients and potential clients. You will also support Client Advisers in the day-to-day management of client relationships, including proactive monitoring and review of client portfolios.

In this role, you will have the opportunity to work with senior Client Advisers, Associates, and Client Service Executives to deliver a first-class personal service to our clients.

If you are a highly numerate and analytical individual with excellent communication skills, we encourage you to apply for this exciting opportunity.

**Key Responsibilities:**

* Production of portfolio reviews, investment proposals, and other communications for clients and potential clients
* Preparation of bespoke analysis for specific client situations
* Support Client Advisers in the day-to-day management of client relationships
* Proactive monitoring and review of client portfolios
* Liaising with the investment team regarding investment recommendations and implementation
* Co-ordination of new account openings
* Collating data and information for senior team members on markets and portfolios
* Prospecting research and preparing marketing material

**Requirements:**

* Minimum of Master degree or equivalent financial qualification
* Previous experience of at least one year in a similar role within Financial Services and/or Banking industry
* Fluent in English and Italian
* Highly numerate with excellent analytical ability
* Strong IT skills to include advanced Excel, PowerPoint, and Word
* Strong organisational skills, ability to multi-task and maintain exceptional attention to detail
* Can-do attitude, approach all tasks with energy and enthusiasm
* Exceptional communication skills
* Collaborative team player
* The highest levels of professional and personal integrity
* Curious and ambitious
* Knowledge and interest in financial markets and investments

**About Us:**

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

We are committed to an inclusive and supportive environment where diversity and different perspectives are valued. Our goal is to have a balanced, inclusive, and flexible environment which enables all colleagues to achieve their personal and professional aspirations, and to ensure that Rothschild & Co provides longer-term opportunities for talent.

**Why Join Us:**

At Rothschild & Co, we believe that our people are our greatest asset. We offer a dynamic and supportive work environment that encourages collaboration, innovation, and continuous learning. We are committed to helping our colleagues develop their skills and careers, and to providing opportunities for growth and advancement.

If you are a motivated and ambitious individual who is passionate about financial services, we encourage you to apply for this exciting opportunity to join our team.

**How to Apply:**

To apply for this role, please submit your application through our website. We look forward to hearing from you.

**Contact Information:**

For more information about this role, please contact us at [insert contact information].

**Equal Opportunities:**

Rothschild & Co is an equal opportunities employer and welcomes applications from all qualified candidates.

**Data Protection:**

We are committed to protecting your personal data and will only use it for the purposes of recruitment and selection.

**Disclaimer:**

Rothschild & Co is not responsible for any errors or omissions in this job description.

**Job Reference:**

#J-18808-Ljbffr

"}

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