Wealth Management Analyst, Leeds

Join Rothschild & Co's Wealth Management team in Leeds as an Analyst, supporting Client Advisers in managing a significant client portfolio and contributing to business development. You will prepare client communications, conduct portfolio analysis, and liaise with investment teams to deliver exceptional service to high-net-worth families, entrepreneurs, and foundations.

• Prepare portfolio reviews, investment proposals, and client communications
• Conduct bespoke analysis for specific client situations
• Monitor client portfolios for risk, tax, and opportunities
• Collaborate with investment teams and other divisions
• Support business development and client acquisition efforts
• Assist with client onboarding and ongoing client engagement