Client Adviser - UK Offshore Market

ph3Role Overview /h3pThe Client Adviser – UK Offshore represents the face of Rothschild Co’s business. The Client Adviser is responsible for leading both new client acquisition and ongoing client retention, drawing on broad expertise across investments, banking and financial planning. The successful candidate will focus on acquiring and retaining HNW and UHNW clients either based in the UK or affiliated with the UK. A proven track record in market and product knowledge, combined with strong business development capabilities, is essential for success in this role. /ph3Responsibilities /h3ulliAbility to formulate and execute a 3–5‑year strategy and business plan, including target AuM. /liliProven track record in building trusted client relationships, acquiring new clients, and delivering excellent service. /liliIdentify opportunities by liaising with teams across our European locations, particularly in the UK, to ensure seamless service and integrated solutions for clients. /liliDemonstrate a strong desire to perform within a highly motivated team; an entrepreneurial attitude and effective teamwork are essential. /liliAbility to provide robust financial and quantitative analysis. /liliExcellent presentation and communication skills, with a persuasive and engaging manner. /li /ulh3Qualifications Experience /h3ulli5–10 years of solid business experience in Private Banking, with a focus on UK clients. /liliA strong network within the UK business ecosystem is an advantage, particularly where there is a strategic sector or market‑segment focus. /liliStrong knowledge of global financial markets, with experience in structuring and managing portfolios across all asset classes. /liliGood foundations in financial planning, including tax, legal and estate‑planning knowledge. /liliA person of integrity, demonstrating a strong sense of responsibility, personal initiative, and a pronounced entrepreneurial mindset, with a drive for continuous improvement. /liliA creative approach to identifying investment solutions for clients in challenging market conditions. /liliAwareness and understanding of compliance, legal and regulatory requirements across relevant markets. /liliFlexibility, curiosity, a proactive ‘can‑do’ attitude, and high interpersonal competence. /li /ulh3Benefits /h3pRothschild 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 long‑standing 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. /p /p #J-18808-Ljbffr