At a Glance
- Tasks: Advise wealthy clients on cross-border transactions and tax planning.
- Company: Join Baker McKenzie, a global leader in wealth management.
- Benefits: Hybrid work, competitive salary, and world-class career development.
- Other info: Collaborative culture with opportunities for personal and professional growth.
- Why this job: Make a real impact while working with diverse international clients.
- Qualifications: Qualified wealth management associate with strong UK tax planning experience.
The predicted salary is between 54000 - 66000 £ per year.
The Wealth Management Associate will be pivotal to the continuing success of the London office particularly in relation to cross-border initiatives and transactions for wealthy individuals, family offices, trustees and financial institutions. This Associate will have an important role, working closely with both the senior associates and Partners in the team. Notwithstanding that, and perhaps more importantly, we expect the Associate to have an immediate and managing role directly with our clients and other offices across EMEA and globally.
Main responsibilities:
- Providing advice to internationally mobile clients, including for foreign nationals and entrepreneurs living and/or investing in the UK, advising on planning structures and undertaking substantial cross-border and tax transactions for high value clients/financial institutions.
- Developing ongoing relationships with an existing client base as well as develop new contacts.
- Developing close working relationships with colleagues in overseas offices actively involved in this field including Zurich, Geneva, Hong Kong, Singapore, Miami and New York.
- Further promoting close working relationships with other departments within the London office including the Litigation, Employee Benefits and broader Tax teams.
- Taking an active role in the prestigious International Annual Tax and Trust conference held by the firm in London and in other internal and external speaking engagements.
- Engaging in business development activities and being active in the promotion of the firm and seeking opportunities for new work.
- Working as part of a team including assisting with the supervision of junior lawyers’ and trainees' work, and taking an active part in sharing knowledge and experience with the team.
Skills and experience:
- A qualified wealth management associate/ tax advisor (mid-level lawyer or accountant) with experience of UK tax planning for international and UK UHNW individuals and families and their family offices.
- Strong experience and detailed knowledge of the taxation of UK resident non-UK domiciliaries and international tax planning.
- Previous experience at a London firm or a leading regional law firm with a strong specialisation in this field or an accountancy firm.
- First rate technical skills needed to support the client work of the department.
- Strong personal skills to develop a client-facing role for a culturally diverse client base.
- Commerciality and demonstrable business development experience.
- Excellent written communication and drafting skills.
- Excellent academic credentials.
- Ability to work independently.
- Initiative and proactivity.
- Maturity and gravitas.
- Strong service orientation - a "client first" culture.
- Ability to develop strong relationships with clients and to take responsibility for this relationship.
- High work standards.
- Outstanding communication skills and the ability to adapt style as required.
- Ability to work well in both a team and individually.
- A keenness to learn.
- Respects and enjoys the diversity of cultural, social and academic backgrounds found in the Firm.
At Baker McKenzie we are different in the way we think, work and behave. With our team of 13,000 people, including over 6,500 locally admitted lawyers, in over 70 offices worldwide, we have a passionately collaborative community of 60 nationalities and are committed to world-class career development to everyone in every job at every level. Baker McKenzie can offer you both the uncompromising commitment to excellence expected of a top firm paired with a passionately global and genuinely collaborative working environment.
Baker McKenzie is an Equal Opportunity Employer. We are committed to promoting diversity and inclusion for all. Our unique international culture is reflected in the drawing together of a worldwide family of individuals from diverse cultures and backgrounds in all of our offices. We encourage the best people - regardless of race, religion or belief if any, gender, gender identity, disability, sexual orientation or age - to fulfill their professional aspirations with us. We are committed to ensuring an inclusive and accessible experience for all candidates.
Wealth Management Associate in London employer: Baker&McKenzie
Baker McKenzie is an exceptional employer, offering a dynamic and collaborative work environment in Belfast, where you will be part of a newly established Employment Practice team. With a strong commitment to employee growth, comprehensive benefits including private health cover and life assurance, and a focus on diversity and inclusion, we provide a unique opportunity for lawyers to engage in high-quality, varied work while being supported in their professional aspirations.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Management Associate in London
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We think you need these skills to ace Wealth Management Associate in London
Some tips for your application 🫡
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How to prepare for a job interview at Baker&McKenzie
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Baker&McKenzie.
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Before your interview, reach out to current or former Baker&McKenzie employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
