Private Client Associate 3PQE+

Briefed; London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading private wealth firm in London is seeking a mid-level associate to join their team. The role involves advising high-net-worth clients on complex tax matters and succession planning. Candidates should have at least three years of relevant experience. This is a permanent position that offers opportunities for business development and career growth within a successful team.

Qualifications

• Minimum of three years post qualification experience in a private wealth team.
• Experience advising high net worth clients on international matters.
• Good understanding of complex tax matters, residency, and domicile.

Responsibilities

• Advise clients on private client matters and succession planning.
• Engage in business development to enhance client relationships.

Skills

Offshore experience

Business development

Client advisory

Job description

A highly rated team in London have a rare opportunity for a mid-level associate to join their private wealth team on a permanent basis due to growth. This position would be well suited to an associate with offshore experience, looking to continue to develop their international experience specifically and grow their career within a very successful team.

Within this team, associates advise a client base comprising HNW, UHNW individuals and family offices on private client matters, often international in nature. The team regularly advise on complex tax matters, consequences of residency and domicile, together with succession planning and family governance for international clients. Associates in this team are encouraged to undertake business development activities, so those with a penchant for business development are encouraged to apply.

To be considered for this position, successful applicants are likely to have a minimum of three years post qualification experience from a rated private wealth team, and specifically offshore experience. Whilst STEP qualification would be advantageous, it is not essential. For further information, please contact Jennifer Skrastin at Briefed on 020 3058 8003 or via email on [e-mail]