High Net Worth Private Client Specialist
3 weeks ago
Job Description:
We are seeking a highly skilled High Net Worth Private Client Specialist to join our team. As a key member of our HNW department, you will be responsible for managing a caseload of high net worth clients and providing expert advice and guidance on a range of matters.
The successful candidate will have a strong understanding of the private client market, with a focus on high net worth individuals. They will be responsible for building strong relationships with clients and colleagues, using excellent communication and interpersonal skills.
Key Responsibilities:
- Manage a caseload of high net worth clients, providing expert advice and guidance on tax planning and estate administration.
- Build strong relationships with clients and colleagues, using effective communication and teamwork.
- Work collaboratively as part of a team to achieve business objectives and deliver exceptional results.
- Stay up-to-date with industry developments and best practices, applying this knowledge to improve client outcomes.
Requirements:
- Minimum 5 years' experience in private client law, preferably in a top 100 law firm or similar organisation.
- Strong knowledge of private client taxation and estate planning, with a focus on high net worth individuals.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
- Ability to work efficiently in a fast-paced environment, prioritising tasks and meeting deadlines.
What We Offer:
- A competitive salary of £140,000 per annum, plus benefits and bonuses.
- Ongoing training and development opportunities, to enhance your skills and knowledge.
- A supportive and collaborative working environment, with a team of experienced professionals.
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