Director, Private Wealth Strategies
3 weeks ago
THE OPPORTUNITY
As CA’s Private Client Practice has grown over the years, so too has the need for strong internal resources in the structuring, regulatory and tax matters that are applicable to private clients and their investments.The Director of Private Wealth Strategies will work closely with our Head of Private Wealth Strategies to recommend and disseminate structuring and tax strategy knowledge with respect to investing on behalf of private clients.
RESPONSIBILITIES
·Generally, in conjunction with the Head of Private Client Strategies, work with investment teams, as well as colleagues in Research, Business Development, Legal, and Operations, to serve as an internal and external resource in matters relating to structuring, tax (including income tax, transfer tax, and international/cross-border tax), securities regulation, investment vehicle selection, and compliance
·Develop and maintain ongoing knowledge of tax, regulatory, compliance, and other matters relevant to CA clients across Europe (including but not limited to: Austria, Belgium, Channel Islands, Germany, Italy, Luxembourg, the Netherlands, Switzerland, UK)
·Partner with investment teams and others to ensure thorough understanding of tax, vehicle, regulatory and similar considerations when onboarding and serving new and existing clients
·Provide education to clients and their advisors on the potential benefits and challenges of various investment vehicles to support alignment with CA guided portfolios which typically include substantive allocations to illiquid strategies (private equity, venture capital, private credit, real assets, hedge funds etc.)
·Partner with research teams and others to obtain, summarize, and disseminate helpful tax, vehicle and regulatory information regarding specific investment strategies, managers, and funds
·Support the development of publications and other client-ready materials outlining CA’s perspective on tax and similar matters impacting private clients and their investments, as well as client and other external presentations
·In conjunction with investment teams and others, serve as an external resource for clients and their advisors, as circumstances and client needs warrant, and participate in business development efforts including attending and presenting at external conferences
QUALIFICATIONS
·At least 5 years experience as a tax, investment, securities, and/or funds attorney (or as an attorney in trusts and estates or other fields, but with substantial exposure to tax, investment, securities, or fund matters) or in investment, trust services or fund operations with experience supporting AIF or related structures, plus strong ability to acquire and develop additional knowledge and expertise in these areas and in investment areas, as needed
·Ability to work, communicate, and interact with colleagues and external contacts in an effective and professional manner
·Ability to assume responsibility for multiple projects and resolve them effectively with minimal supervision
·Ability to deal discretely with sensitive, confidential information concerning clients and corporate affairs
·Strong writing and research skills and attention to detail
Demonstrated problem solving, analytical, and organizational skillsPlease submit cover letter and resume for consideration
-
Associate Wealth Adviser
5 days ago
London, United Kingdom Apollo Private Wealth Full time**About the job**: **Are you Level 4 qualified but don't have any experience Advising clients yet?** **Perhaps you have started your Level 4 but haven't finished all of your exams yet.** Well, we now have an opportunity to join our team as an Associate Advisor. This role will support you not only to complete your Financial Planning exams, but will give you...
-
Private Wealth Associate
1 week ago
London, United Kingdom Interlink Talent Solutions Full timeThis is an exciting opportunity to join this esteemed team as a Private Wealth Associate (2 - 5 years PQE) and embark on a rewarding career path with opportunities for growth and development. With offices in London, Cambridge, Reading, and Southampton , the firm pride themselves on providing exceptional legal services to clients in matters related to tax and...
-
Private Wealth Tax Director
1 day ago
London, United Kingdom BDO LLP Full timePrivate Wealth Tax Director page is loaded Private Wealth Tax Director Apply locations London time type Full time posted on Posted 11 Days Ago job requisition id R14418 Job Description Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s...
-
Private Wealth Tax Director
14 hours ago
London, United Kingdom BDO LLP Full timePrivate Wealth Tax Director page is loaded Private Wealth Tax Director Apply locations London time type Full time posted on Posted 11 Days Ago job requisition id R14418 Job Description Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s...
-
Private Wealth Tax Director
13 hours ago
London, United Kingdom BDO LLP Full timePrivate Wealth Tax Director page is loaded Private Wealth Tax Director Apply locations London time type Full time posted on Posted 11 Days Ago job requisition id R14418 Job Description Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate...
-
Private Wealth Associate
1 week ago
London, United Kingdom Interlink Talent Solutions Full timeJob Description This is an exciting opportunity to join this esteemed team as a Private Wealth Associate (2 - 5 years PQE) and embark on a rewarding career path with opportunities for growth and development. With offices in London, Cambridge, Reading, and Southampton , the firm pride themselves on providing exceptional legal services to clients in matters...
-
Private Wealth Associate
11 hours ago
London, United Kingdom Interlink Talent Solutions Full timeThis is an exciting opportunity to join this esteemed team as a Private Wealth Associate (2 - 5 years PQE) and embark on a rewarding career path with opportunities for growth and development.With offices in London, Cambridge, Reading, and Southampton , the firm pride themselves on providing exceptional legal services to clients in matters related to tax and...
-
Private Wealth Associate
7 days ago
London, United Kingdom Interlink Talent Solutions Full timeThis is an exciting opportunity to join this esteemed team as a Private Wealth Associate (2 - 5 years PQE) and embark on a rewarding career path with opportunities for growth and development.In order to make an application, simply read through the following job description and make sure to attach relevant documents.With offices in London, Cambridge, Reading,...
-
Private Wealth Associate
1 week ago
London, United Kingdom Interlink Talent Solutions Full timeJob DescriptionThis is an exciting opportunity to join this esteemed team as a Private Wealth Associate (2 - 5 years PQE) and embark on a rewarding career path with opportunities for growth and development.With offices in London, Cambridge, Reading, and Southampton , the firm pride themselves on providing exceptional legal services to clients in matters...
-
Private Wealth Associate
1 week ago
London, United Kingdom Interlink Talent Solutions Full timeThis is an exciting opportunity to join this esteemed team as a Private Wealth Associate (2 - 5 years PQE) and embark on a rewarding career path with opportunities for growth and development.With offices in London, Cambridge, Reading, and Southampton , the firm pride themselves on providing exceptional legal services to clients in matters related to tax and...
-
Private Wealth Associate
1 week ago
London, United Kingdom Interlink Talent Solutions Full timeThis is an exciting opportunity to join this esteemed team as a Private Wealth Associate (2 - 5 years PQE) and embark on a rewarding career path with opportunities for growth and development. With offices in London, Cambridge, Reading, and Southampton , the firm pride themselves on providing exceptional legal services to clients in matters related to tax...
-
Private Wealth Associate
7 hours ago
London,, UK, United Kingdom Interlink Talent Solutions Full timeThis is an exciting opportunity to join this esteemed team as a Private Wealth Associate (2 - 5 years PQE) and embark on a rewarding career path with opportunities for growth and development.With offices in London, Cambridge, Reading, and Southampton , the firm pride themselves on providing exceptional legal services to clients in matters related to tax and...
-
Private Wealth Associate
1 week ago
London, United Kingdom Interlink Talent Solutions Full timeThis is an exciting opportunity to join this esteemed team as a Private Wealth Associate (2 - 5 years PQE) and embark on a rewarding career path with opportunities for growth and development. With offices in London, Cambridge, Reading, and Southampton , the firm pride themselves on providing exceptional legal services to clients in matters related to tax...
-
Wealth Manager
1 month ago
London, United Kingdom Clearwater Wealth Management Full timeSince establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling to find an opportunity in wealth management to build a career. James’s Place Wealth Management (SJP)...
-
Wealth Manager
7 days ago
London, United Kingdom Clearwater Wealth Management Full timeSince establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling to find an opportunity in wealth management to build a career. James’s Place Wealth Management (SJP)...
-
Private Wealth Associate
1 week ago
London Area, United Kingdom Interlink Talent Solutions Full timeThis is an exciting opportunity to join this esteemed team as a Private Wealth Associate (2 - 5 years PQE) and embark on a rewarding career path with opportunities for growth and development.With offices in London, Cambridge, Reading, and Southampton , the firm pride themselves on providing exceptional legal services to clients in matters related to tax and...
-
Private Wealth Associate
1 week ago
London Area, United Kingdom Interlink Talent Solutions Full timeThis is an exciting opportunity to join this esteemed team as a Private Wealth Associate (2 - 5 years PQE) and embark on a rewarding career path with opportunities for growth and development.With offices in London, Cambridge, Reading, and Southampton , the firm pride themselves on providing exceptional legal services to clients in matters related to tax and...
-
Private Wealth Associate
1 week ago
London Area, United Kingdom Interlink Talent Solutions Full timeThis is an exciting opportunity to join this esteemed team as a Private Wealth Associate (2 - 5 years PQE) and embark on a rewarding career path with opportunities for growth and development. With offices in London, Cambridge, Reading, and Southampton , the firm pride themselves on providing exceptional legal services to clients in matters related to tax and...
-
Associate Wealth Manager
3 weeks ago
London, United Kingdom AAG Wealth Management Full timeAssociate Wealth Manager – AAG Wealth Management A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans,...
-
Associate Wealth Manager
3 weeks ago
London, United Kingdom AAG Wealth Management Full timeAssociate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...