Private Client Partner – London/Surrey

Origin Legal; England; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services firm in the UK is seeking an experienced Private Client Partner. You will manage high-net-worth clients, lead a dedicated team, and provide comprehensive wealth management services. The role offers competitive compensation, a picturesque work environment on the Surrey-London border, and opportunities for professional development. Ideal candidates will have substantial experience in Private Client Services and strong leadership skills.

Benefits

Competitive compensation and benefits

Professional development opportunities

Collaborative work environment

Qualifications

• Minimum of 8 years of experience in Private Client Services.
• Proven track record managing high-net-worth client relationships.
• Strong leadership and team management skills.
• Excellent communication and interpersonal skills.
• Deep understanding of wealth management products and strategies.
• Relevant industry certifications are an advantage.

Responsibilities

• Develop and maintain strong relationships with high-net-worth clients.
• Lead, mentor, and inspire a team of Private Client Advisors.
• Provide comprehensive wealth management services.
• Drive business growth through client acquisition.
• Ensure adherence to regulatory and compliance standards.

Skills

Client Relationship Management

Team Leadership

Wealth Management

Business Development

Compliance

Job description

Overview

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? This opportunity is to become a Private Client Partner and lead a small, collaborative team in a picturesque location on the Surrey-London border.

Our client is committed to providing tailored financial and wealth management solutions to high-net-worth clients. They are dedicated to delivering excellence, integrity, and innovation in everything they do.

Responsibilities

• 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.

Qualifications

• 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.

Apply and Further Information

Origin Legal is handling a number of Private Client vacancies. For a confidential discussion or to explore this opportunity, please contact Origin Legal. Advertisements follow Recruitment and Employment Confederation (REC) guidelines; PQE/salary levels are provided as a guide and we consider applications from all candidates who can demonstrate the required skills.