Benjamin Walker

Client Services Executive @Rothschild & Co

London, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2023 — Present

Client Services Executive @Rothschild & Co

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I work alongside a dedicated team of industry-leading Client Advisers in the ongoing management of over £1.4bn AUM on behalf of UHNW individuals.

EDUCATION

2016 — 2018

The Chartered Institute for Securities & Investment (The CISI)

Investment Operations Certificate, Level 3 Certificate in Investment Operations

2018

The Chartered Institute for Securities & Investment (The CISI)

Investment Advice Diploma, CISI Level 4 Diploma in Investment Advice

2012 — 2015

University of Leeds

Bachelor of Arts (B.A.), Politics & Geography

SKILLS

ManagementSettlementEconomic RegenerationPresentationsBritish PoliticsAdvisory CouncilsCommunicationPublic SpeakingSocial MediaData AnalysisMedia RelationsPolicyPolitical GeographyStatisticsEvent ManagementPublic PolicyFinancial ServicesPoliticsCustomer ServiceLocal GovernmentMicrosoft OfficePolitical CommunicationInternational Settlements

ABOUT BENJAMIN WALKER

After graduating from the University of Leeds with a degree in Geography & Politics, I joined WH Ireland as a Project Team Executive. I later progressed into a Client Services & Oversight role, assisting investment managers in our London and regional offices. With an ambition to leverage my operational experience and move into a portfolio management role, I was selected for WH Ireland’s Wealth Management Graduate Scheme. In 2019 I joined Quilter Cheviot, extending my exposure to private clients. Since July 2023 I have had the privilege of working at Rothschild & Co as a Client Services Executive, where I work alongside a dedicated team of industry-leading Client Advisers in the ongoing management of over £1.4bn AUM on behalf of UHNW individuals.

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Benjamin Walker — Client Services Executive at Rothschild & Co in London, GB | Unifers