Private Client Partnership Opportunity

Bydand Recruitment Services Limited

Manchester

On-site

GBP 180,000 - 260,000

Full time

9 days ago
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Job summary

This is a senior Private Wealth Partner role within a growing national practice in the UK. You will develop and lead client relationships with high-net-worth individuals, families and business owners, advising on estate planning, trusts, succession, and related tax strategies.

You will work closely with accountants, wealth managers and other professionals to deliver integrated solutions. You will have an established network to bring in new mandates, and will shape the growth of the Private

Qualifications

  • Established Partner or senior Private Wealth lawyer with experience to operate at Partner level
  • Strong technical expertise across private wealth, estate planning, trusts and succession
  • Experience advising HNW individuals, families, entrepreneurs and business owners
  • Strong network of clients, intermediaries or professional referrers, with the ability to contribute to practice growth
  • Commercially minded with excellent relationship management and business development skills
  • Comfortable working collaboratively with accountants, wealth managers and other professional advisers
  • Interested in taking an active role in shaping and growing a Private Wealth practice

Responsibilities

  • Develop and grow the Private Wealth practice within the firm
  • Advise high-net-worth individuals and families; collaborate with accountants and wealth managers
  • Act as a trusted adviser to clients and their families
  • Lead client relationship management and business development efforts
  • Contribute to strategic direction and growth of the practice
  • Coordinate with other professionals to deliver integrated solutions

Skills

Private Wealth expertise
HNW clients experience
Business development
Relationship management
Networking

Job description

Partner - Private Wealth / Private Client

We are working with a specialist and growing National Private Client practice, looking to hire in a senior role in the continued development of its Private Wealth offering.

The practice advises high-net-worth individuals, families, entrepreneurs and business owners on the management, protection and succession of their personal and business wealth. The work is sophisticated and relationship-led, encompassing estate and tax planning, trusts, business succession and family investment structures alongside traditional private client matters.

The successful Partner will have the opportunity to develop their own practice while working closely with the firm's existing client base and wider professional network. You will act as a trusted adviser to clients and their families, often collaborating with accountants, wealth managers, financial advisers and other specialists to deliver joined-up solutions.

This would particularly suit an ambitious Private Wealth lawyer who enjoys the commercial and relationship-building side of practice and wants to play an influential role in the growth of a developing team.

Location:

Manchester or Birmingham

Salary:

Competitive / dependent on experience

Level:

Partner

About You
  • An established Partner or senior Private Wealth lawyer with the experience and profile to operate at Partner level
  • Strong technical expertise across private wealth, estate planning, trusts and succession
  • Experience advising HNW individuals, families, entrepreneurs and business owners
  • A strong network of clients, intermediaries or professional referrers, with the ability to contribute to practice growth
  • Commercially minded with excellent relationship management and business development skills
  • Comfortable working collaboratively with accountants, wealth managers and other professional advisers
  • Interested in taking an active role in shaping and growing a Private Wealth practice
What's in it for you?

This is an opportunity to take a senior position within a growing practice where you can have a genuine influence over the development of the Private Wealth offering. Rather than simply inheriting a defined role within a large established department, there is scope to develop client relationships, build your own practice and help shape the team's future direction.

The breadth of the offering also provides an attractive platform for a Partner advising sophisticated private clients, combining traditional private client work with tax and succession planning, trusts, family investment structures, business succession and international considerations.

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