Private Client Partner

Overview

Are you a seasoned Private Client professional with a passion for leading and mentoring a dynamic team? Do you have a track record of delivering exceptional service to high-net-worth individuals and families? This opportunity is to become a Private Client Partner and lead a small, collaborative team in a picturesque location on the Surrey-London border.

Our client is committed to providing tailored financial and wealth management solutions to high-net-worth clients. They are dedicated to delivering excellence, integrity, and innovation in everything they do.

• Client Relationship Management
  :
  Develop and maintain strong relationships with high-net-worth individuals and families, understanding their unique needs and objectives.
• Team Leadership
  :
  Lead, mentor, and inspire a small team of Private Client Advisors, fostering a collaborative and supportive work environment.
• Wealth Management
  :
  Provide comprehensive wealth management and financial planning services to clients, ensuring their financial goals are met.
• Business Development
  :
  Drive business growth by identifying opportunities for new client acquisition and expanding existing client relationships.
• Compliance
  :
  Ensure that all client interactions and financial activities adhere to relevant regulatory and compliance standards.

• Minimum of 8 years of experience in Private Client Services within a financial institution or wealth management firm.
• A proven track record of successfully managing high-net-worth client relationships.
• Strong leadership and team management skills, with the ability to motivate and develop team members.
• Excellent communication and interpersonal skills.
• A deep understanding of wealth management products, financial markets, and investment strategies.
• Relevant industry certifications (e.g., CFP, STEP, ATT) an advantage but not a necessity.

• Competitive compensation and benefits package.
• Opportunity to work in a picturesque location on the Surrey-London border.
• Collaborative and inclusive work environment.
• Ongoing professional development and training opportunities.
• The chance to make a significant impact and shape the future of our Private Client Services department.

Origin Legal is handling a number of Private Client vacancies. For a confidential discussion or to explore this opportunity, please contact Origin Legal. Advertisements follow Recruitment and Employment Confederation (REC) guidelines; PQE/salary levels are provided as a guide and we consider applications from all candidates who can demonstrate the required skills.