Job Description
Role Overview
The 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.
Responsibilities
- Ability to formulate and execute a 3–5‑year strategy and business plan, including target AuM.
- Proven track record in building trusted client relationships, acquiring new clients, and delivering excellent service.
- Identify opportunities by liaising with teams across our European locations, particularly in the UK, to ensure seamless service and integrated solution...