Private Client Partner

Private Practice; London; On-site; GBP 80,000 - 120,000; Full time

Job summary

A leading financial services firm is seeking a Private Client Partner to lead a dedicated team on the Surrey-London border. The successful candidate will excel in client relationship management and wealth management while driving growth for high-net-worth clientele. Join a collaborative team and make a significant impact in a picturesque location with competitive compensation and ongoing development opportunities.

Benefits

Competitive compensation and benefits package

Opportunities for professional development

Collaborative and inclusive work environment

Qualifications

• Minimum of 8 years of experience in Private Client Services.
• Proven track record of managing high-net-worth client relationships.
• Strong leadership and team management skills.

Responsibilities

• Develop and maintain strong relationships with high-net-worth clients.
• Lead and mentor a team of Private Client Advisors.
• Drive business growth through new client acquisitions and existing relationships.

Skills

Client Relationship Management

Team Leadership

Wealth Management

Business Development

Compliance

Communication Skills

Education

Relevant industry certifications (e.g., CFP, STEP, ATT)

Job description

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Are you a seasoned Private Client professional with a passion for leading and mentoring a dynamic team? Do you have a track record of delivering exceptional service to high-net-worth individuals and families? If so this is an exciting opportunity to become a Private Client Partner and lead a small, collaborative team in a stunning location on the Surrey-London border.

Our client is committed to providing tailored financial and wealth management solutions to our esteemed clients. With a strong presence in the local arena and beyond they are dedicated to delivering excellence, integrity, and innovation in everything we do.

The Role:

As the incoming Private Client Partner, you will be the cornerstone of the Private Client Services department. You will oversee a close-knit, collegiate team of professionals dedicated to serving their high-net-worth clientele. Your primary responsibilities will include

Client Relationship Management : Develop and maintain strong relationships with high-net-worth individuals and families, understanding their unique needs and objectives.

Team Leadership : Lead, mentor, and inspire a small team of Private Client Advisors, fostering a collaborative and supportive work environment.

Wealth Management : Provide comprehensive wealth management and financial planning services to clients, ensuring their financial goals are met.

Business Development : Drive business growth by identifying opportunities for new client acquisition and expanding existing client relationships.

Compliance : Ensure that all client interactions and financial activities adhere to relevant regulatory and compliance standards.

Requirements:

• Minimum of 8 years of experience in Private Client Services within a financial institution or wealth management firm.
• A proven track record of successfully managing high-net-worth client relationships.
• Strong leadership and team management skills, with the ability to motivate and develop team members.
• Excellent communication and interpersonal skills.
• A deep understanding of wealth management products, financial markets, and investment strategies.
• Relevant industry certifications (e.g., CFP, STEP, ATT) an advantage but not a necessity.

Why Join Us:

• Competitive compensation and benefits package.
• Opportunity to work in a picturesque location on the Surrey-London border.
• Collaborative and inclusive work environment.
• Ongoing professional development and training opportunities.
• The chance to make a significant impact and shape the future of our Private Client Services department.
• If you are a driven, client-centric individual with a passion for leadership and wealth management, we want to hear from you. Join the team and be part of a thriving organisation dedicated to helping clients achieve their financial goals.

Origin Legal is handling a number of Private Client Solicitor vacancies throughout the South of England. If you are a Solicitor looking to consider your options then please do get in touch for a confidential discussion.

Origin Legal follow strict best-practice recruitment guidelines monitored by the Recruitment and Employment Confederation (REC). Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.