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For Companies 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: Competitive salary, diverse culture, and world-class career development.
- Why this job: Make a real impact while working with international clients and teams.
- Qualifications: Experience in wealth management and strong communication skills required.
- Other info: Dynamic team environment with opportunities for growth and learning.
The predicted salary is between 36000 - 60000 £ 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.
About Us
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.
Additional Information
At Baker McKenzie we welcome direct applications. Please click on the Apply icon to start the online application process for this role. We will then be in touch with you once we have reviewed your application. If you are unable to apply online, please contact the Recruitment Team on either 020 7919 1000 or Recruitment.London@bakermckenzie.com. For more information about this position or to discuss any adjustments you may require during the process please contact in confidence, Vanessa Renforth, Recruitment Manager, on 020 7072 5731 or vanessa.renforth@bakermckenzie.com.
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: B&M Global Services Manila
Contact Detail:
B&M Global Services Manila Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Associate in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management field and let them know you're on the hunt for opportunities. A friendly chat can lead to valuable insights or even referrals.
✨Tip Number 2
Get involved in industry events! Attend conferences, webinars, or local meetups related to wealth management. This is a great way to meet potential employers and show off your enthusiasm for the field.
✨Tip Number 3
Showcase your expertise! Create content on platforms like LinkedIn that highlights your knowledge in tax planning and cross-border transactions. This not only builds your personal brand but also attracts attention from recruiters.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining our team at B&M Global Services.
We think you need these skills to ace Wealth Management Associate in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Management Associate role. Highlight relevant experience and skills that match the job description, especially in UK tax planning and client management.
Craft a Compelling Cover Letter: Your cover letter should tell your story! Explain why you're passionate about wealth management and how your background makes you a great fit for the team at B&M Global Services.
Showcase Your Communication Skills: Since this role involves client interaction, demonstrate your excellent written communication skills in your application. Use clear, concise language and make sure there are no typos!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role as soon as possible!
How to prepare for a job interview at B&M Global Services Manila
✨Know Your Stuff
Make sure you brush up on your knowledge of UK tax planning and cross-border transactions. Familiarise yourself with the specific needs of high-net-worth individuals and family offices, as this will show that you're serious about the role and understand the complexities involved.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Ask insightful questions about their experiences and the firm's culture. This not only demonstrates your interest but also helps you gauge if the firm is the right fit for you.
✨Showcase Your Experience
Be ready to discuss your previous roles and how they relate to the responsibilities of a Wealth Management Associate. Highlight any experience you have in business development or client management, as these are key aspects of the job.
✨Demonstrate Team Spirit
Since the role involves working closely with colleagues across various departments and locations, emphasise your ability to collaborate effectively. Share examples of how you've successfully worked in teams and contributed to shared goals in the past.
