Wealth Management Associate
2 weeks ago
**The Role**
We are currently looking to recruit a mid-level Wealth Management Associate to join the team. This represents an exciting opportunity for the right individual. The Associate will be pivotal to the continuing success of the London office particularly in relation to cross-border initiatives and transactions for wealthy individuals, family offices, trustees and financial institutions. This Associate will have an important role, working closely with both the senior associates and Partners in the team. Notwithstanding that, and perhaps more importantly, we expect the Associate to have an immediate and managing role directly with our clients and other offices across EMEA and globally.
The role will be complex and wide-ranging, and will involve:
- Providing advice to internationally mobile clients, including for foreign nationals and entrepreneurs living and/or investing in the UK, advising on planning structures and undertaking substantial cross-border and tax transactions for high value clients/financial institutions
- Developing ongoing relationships with an existing client base as well as develop new contacts
- Developing close working relationships with colleagues in overseas offices actively involved in this field including Zurich, Geneva, Hong Kong, Singapore, Miami and New York
- Further promoting close working relationships with other departments within the London office including the Litigation, Employee Benefits and broader Tax teams
- Taking an active role in the prestigious International Annual Tax and Trust conference held by the firm in London and in other internal and external speaking engagements
- Engaging in business development activities and being active in the promotion of the firm and seeking opportunities for new work
- Working as part of a team including assisting with the supervision of junior lawyers' and trainees' work, and taking an active part in sharing knowledge and experience with the team
**The Team**
The Wealth Management group provides UK and international tax and wealth planning advice to some of the wealthiest individuals in the market, their family offices and leading trust companies and private banks. Wealth Management sits within the firm's wider Tax practice, comprising over 30 partners and 50 associates, and forms part of our cross-disciplinary Alternative Capital practice, which supports family offices and clients with their transactions using private capital.
Our Wealth Management team specialises in advising ultra-high net worth individuals, family offices, trustees and banks on complex cross-border tax and trust related issues, including advising high net worth individuals on strategic tax planning and asset structuring, advising on the establishment of family offices and their running and investments, and advising on pre-litigation strategy and tax investigations.
In particular, the team often advises on legal and tax issues relating to the succession of substantial family owned businesses and the creation of, or legal and tax issues that arise in connection with, wealth holding structures.
The team advises non-UK domiciled individuals, including some who are UK resident and some who are non-UK resident from Europe, the Middle East and globally.
Some of the team accolades include:
- Private Client Legal Team of the Year (Large Firm) 2023 STEP Private Client Awards
- European Private Client Team of the Year 2022 Chambers HNW Awards
- Law Firm of the Year 2022, 2017 and International Law Firm of the Year 2021, 2018 _Citywealth Magic Circle Awards_
- Top 50 Tax Advisers 2022, 2021, 2020, 2019, 2018: Ashley Crossley Spears
- Top 25 Law Firms 2022, 2021, 2020, 2019, 2018 _eprivateclient_
- NextGen Leaders 2023: Phyllis Townsend and Christopher Cook _eprivateclient_
Baker McKenzie's Wealth Management team is highly ranked in Chambers HNW Guide and Legal 500.
The team is well known for advising high net worth individuals and families on complex international matters. A source is quoted as stating "Baker McKenzie's forte is complexity," with another adding that, "_There are very few firms that can do a global job and Baker McKenzie are one of them_." "_I was exceptionally impressed by Baker McKenzie_," says an interviewee, before continuing: "_They're super professional and you can really tell they're experts in the field_." Chambers HNW
The team is "_extremely strong and very proactive. Its breadth of knowledge particularly in respect of the interaction of legal and tax issues and also the important cross-border aspects is second-to-none_". Other sources add "_the team is always available to meet our deadlines and solves our issues and provides clear advice_" and "_this practice is unique because the team responds very fast, right to the point, and provides clear and helpful advice_." Legal 500
The team has been described as "_an extremely good team_," who "_do top-end, high quality work_." A client commented that "_They have some absolutely fantasti
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