Strategic Private Client Portfolio Manager

3 days ago

London, Greater London, United Kingdom IDEX Consulting Full time

We are seeking a highly accomplished and results-driven Strategic Private Client Portfolio Manager to join our esteemed team at IDEX Consulting.

About the Role

This is an exceptional opportunity for a skilled Private Client lawyer with a proven track record to build and manage a thriving portfolio of high-net-worth individuals, families, and entrepreneurs. As a Strategic Private Client Portfolio Manager, you will be responsible for advising clients on a comprehensive range of private client matters, including wills, trusts, tax planning, estate administration, and international wealth structuring.

Key Responsibilities:

  • Develop and implement strategic business development initiatives to expand our private client base.
  • Build and maintain strong relationships with clients, ensuring their needs are met and exceeded.

We Offer:

  • A competitive compensation package, estimated in excess of £120,000 per annum, commensurate with experience.
  • The opportunity to work with a prestigious and supportive team within a leading London law firm.
  • A platform to build a thriving practice and contribute to the continued success of our Private Client department.
About You

To succeed as a Strategic Private Client Portfolio Manager, you will possess:

  • A minimum of 10 years' experience as a Private Client lawyer, ideally with a proven track record at a leading firm.
  • In-depth knowledge of UK and international private client law, including tax and trust planning.
  • Exceptional legal acumen, discretion, and client service skills.
  • The ability to communicate effectively with clients at all levels, both verbally and in writing.

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