Wealth Management Associate

IDEX Consulting; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading global law firm is seeking a talented Wealth Management Associate with 2-5 years' PQE to join its Private Client / Wealth Management practice in London. The successful candidate will advise high-net-worth clients on complex cross-border matters and manage relationships across the UK and globally. This opportunity offers high-quality work, professional growth, and an inclusive environment. Interested candidates should send their CV to [e-mail].

Benefits

Exceptional opportunities for development

Collaborative and inclusive environment

Exposure to market-leading clients

Qualifications

• 2-5 years' PQE in wealth management or tax advisory roles.
• Experience with UK and international tax issues.
• Ability to work independently and in teams.

Responsibilities

• Advise high-net-worth clients on cross-border wealth matters.
• Manage relationships with clients across the UK and internationally.
• Support business development initiatives.

Skills

UK and international UHNW advising

Technical skills in tax planning

Interpersonal skills

Commercial awareness

Communication skills

Job description

A leading global law firm is seeking a talented Wealth Management Associate (2-5 years' PQE) to join its highly regarded Private Client / Wealth Management practice in London. The successful candidate will play a pivotal role in advising high-net-worth individuals, family offices, trustees, and financial institutions on complex cross-border matters.
This is a rare opportunity to join a top-tier international platform with an exceptional global network, offering high-quality work, genuine responsibility, and clear progression.

Role Overview

You will work closely with senior associates and partners while taking direct responsibility for managing relationships with clients across the UK, EMEA and globally. The role is wide-ranging and will involve:

• Advising internationally mobile clients, including foreign nationals and entrepreneurs living and investing in the UK
• Delivering UK tax and international wealth planning advice for UHNW individuals, families, their businesses and family offices
• Structuring and executing complex cross-border transactions and tax planning arrangements
• Building long-term relationships with an established client base while developing your own network
• Collaborating closely with colleagues in international offices including Zurich, Geneva, Hong Kong, Singapore, Miami and New York
• Working alongside other London departments including Litigation, Employee Benefits and the wider Tax team
• Contributing to internal and external speaking events, including the firm's annual international tax and trust conference
• Supporting the development of junior team members and sharing technical knowledge
• Actively participating in business development initiatives and promoting the firm's capabilities

About You

The ideal candidate will demonstrate most of the following:

• 2-5 years' PQE as a wealth management/private client lawyer or tax advisor
• Strong experience advising UK and international UHNW individuals, families and family offices
• Detailed knowledge of UK tax issues affecting resident non-domiciliaries and international tax planning
• Experience gained at a London firm, leading regional firm, or top accountancy practice
• First-rate technical skills and excellent drafting ability
• Strong interpersonal skills and confidence working with a culturally diverse client base
• Commercial awareness and evidence of business development experience
• High level of professionalism, initiative, maturity and gravitas
• Outstanding communication skills and the ability to adapt to different audiences
• Ability to work both independently and collaboratively within a high-performing team
• Commitment to high standards, client service and continuous learning
• Appreciation for a diverse, international and academically strong working environment

Why Join?

This international firm offers:

• A genuinely global platform with high-quality cross-border work
• A collaborative, inclusive and ambitious environment
• Exceptional opportunities for development and advancement
• Exposure to market-leading clients and high-value international matters

If you would like to be considered please send your CV to [e-mail]

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.