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As one of the world's largest independent financial advisory groups, we know that it takes a distinct perspective to make a meaningful difference to our clients’ business and wealth.
Rothschild & Co is a global and family-controlled group. We provide M&A, strategy and financing advice, as well as investment and wealth management solutions to large institutions, families, individuals and governments, worldwide.
Having been at the centre of the world's financial markets for more than 200 years we can rely on an unrivalled global network of more than 3,800 talented employees and a track-record of outstanding execution with 50 offices around the world.
Our integrated global network of trusted professionals and decision makers around the world provide in-depth market intelligence, meaning we can be closer to current issues than any other global financial institution in our core markets.
It is this scale, local knowledge and intellectual capital that allow us to provide a distinct perspective and effective long-term solutions for our partners.
Rothschild & Co Wealth Management
Within Wealth Management we offer an objective long-term perspective on investing, structuring and safeguarding assets, to preserve and grow our clients’ wealth.
We provide a comprehensive range of private wealth services to some of the world’s wealthiest and most successful families, entrepreneurs, foundations and charities. In an environment where short-term thinking often dominates, our long –term perspective sets us apart. We believe preservation-first is the right approach to managing wealth.
Rothschild & Co Wealth Management has a Banking Services teams located in Guernsey which provides banking services to our clients who are resident worldwide.
Overview of Role
To provide client services for Rothschild & Co Bank International Limited clients as a member of the Banking Services team. Candidates should be excellent at building and maintaining strong client relationships. They will also be required to present new client proposals to senior management.
Responsibilities
- Day to day responsibility for the administration of a client book, including:
- Handling client requests for payments, foreign exchange, new Visa cards, cheque books, mobile and internet banking etc.
- Obtaining due diligence documentation on proposed new clients and preparing submissions for new client approval committee
- Assisting with preparation of regular client reviews
- Preparation of correspondence and communicating with clients and other third parties
Skills and Qualifications Required
Experience
- Some financial services industry experience would be helpful though is not essential
Educational qualifications
- Graduate preferred, though other candidates with a strong educational background may be considered
General
- Highly numerate
- Enquiring mind
- Very high attention to detail
- Quick learner who works well under pressure
Organisational and Operational
- Strong organisational skills
- Thrives in a team environment and equally capable of working independently
- High level of professional integrity
- Understands the need for discretion
Communication
- Excellent communication skills - verbal and written; professional manner; ability to articulate complex issues in a clear and concise manner
- Strong interpersonal skills
Other
Applicants should hold a valid Certificate or Permit which allows them to work in Guernsey
Rothschild & Co is an equal opportunity and affirmative action employer.
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.
