Private Wealth Partner

JMC Legal Recruitment London, England Jan 13, 2025

Type Full Time
Pay Not listed
Work Onsite
Level Senior

Private Wealth Partner focuses on provide strategic input into growing and evolving the department.

What the role involves

  • Provide strategic input into growing and evolving the department.
  • Working closely with the current head of department to lead.
  • Maintain strong relationships with high-net-worth individuals, families, trustees, and other key clients.
  • Advise on a broad range of complex private wealth matters, including wealth structuring, succession planning, asset protection, and complex tax issues.
  • In time, you will inherit and grow the current head of department's client base and caseload upon their retirement.
  • Play a key role in the firm's growth and future direction, with a focus on maintaining its innovative reputation in the market.

Skills and requirements

  • Experience: Extensive experience in Private Client law with a focus on wealth management, tax planning, and succession (roughly 7+ years PQE).
  • Leadership: Proven ability to manage and mentor junior team members, with a strategic vision for growing and developing a department.

Confirmed role details

  • A proactive and driven approach to networking, client acquisition, and expanding the firm's market presence.
  • Succession-Ready: A long-term view to take over as the head of department within 5 years, ensuring the continued success and growth of the team.
  • Unique Opportunity: The chance to step into a leadership role in a thriving, highly respected firm with a structured succession plan.
  • Market-Leading Work: Work on high-quality, complex private client matters for some of the most prominent names in the sector, including international cases.

Additional role context

  • BBBH55746_1736846013.
  • Award-Winning Legal 500 Firm.
  • Established in the mid-90s, this highly respected firm is known for its national reputation and strong presence in the West End.
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