Private Wealth Partner
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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