Senior Private Client Specialist

1 day ago


London, Greater London, United Kingdom TSR Legal Full time

The role of Senior Private Client Specialist requires a seasoned professional to advise high net worth individuals on private client/wealth matters. You will be responsible for providing expert guidance on IHT planning, wills, LPAs, and trust drafting, as well as advising on lifetime giving and protecting wealth.

Responsibilities:
  • Delivering exceptional service to clients, ensuring their private client/wealth needs are met
  • Developing and maintaining strong relationships with clients and business networks
  • Collaborating with colleagues to provide comprehensive solutions for clients' complex private client/wealth matters
  • Staying up-to-date with relevant laws and regulations to ensure compliance and best practices
  • Identifying opportunities to expand services and increase revenue

This is an ideal opportunity for a motivated and experienced professional to join our dynamic team and contribute to our growth and success.



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