Senior Private Client Partner — HNW Wealth & Estates

Fisher Asset Management, LLC; City of Westminster; Hybrid; GBP 80,000 - 120,000; Full time

Job summary

A leading financial firm in London is searching for a Senior Associate to manage Private Client matters and advise high-net-worth clients. The ideal candidate will have over 10 years of PQE, with expertise in trusts, estate planning, and tax structures. Responsibilities include managing substantial caseloads, business development, and team leadership. Offering hybrid working flexibility and opportunities for a distinguished career in an esteemed firm, this role is perfect for those looking to influence growth and build long-term client relationships.

Qualifications

• 10+ years PQE with an emphasis on trusts, estate planning, and tax.
• Experience in business development and client relationship management.
• Leadership experience in guiding junior team members.

Responsibilities

• Advise high-net-worth clients on comprehensive Private Client matters.
• Manage a substantial caseload with attention to detail and discretion.
• Lead business development initiatives to grow client relationships.

Skills

Strong track record with HNW/UHNW/U-UHN clients

Excellent technical skills in estate planning

Commercial awareness

Leadership experience

Networking and business development

Education

Qualified Solicitor (England & Wales) with 10+ years PQE

Job description

A leading financial firm in London is searching for a Senior Associate to manage Private Client matters and advise high-net-worth clients. The ideal candidate will have over 10 years of PQE, with expertise in trusts, estate planning, and tax structures. Responsibilities include managing substantial caseloads, business development, and team leadership. Offering hybrid working flexibility and opportunities for a distinguished career in an esteemed firm, this role is perfect for those looking to influence growth and build long-term client relationships.