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- Tasks: Advise high-net-worth clients on complex cross-border wealth management matters.
- Company: Leading global law firm with a top-tier international platform.
- Benefits: Exceptional development opportunities, collaborative environment, and exposure to market-leading clients.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: 2-5 years' experience in wealth management or tax advisory.
- Other info: Commitment to diversity, equity, and inclusion in the workplace.
The predicted salary is between 36000 - 60000 £ per year.
A leading global law firm is seeking a talented Wealth Management Associate (2-5 years' PQE) to join its highly regarded Private Client / Wealth Management practice in London. The successful candidate will play a pivotal role in advising high-net-worth individuals, family offices, trustees, and financial institutions on complex cross-border matters. This is a rare opportunity to join a top-tier international platform with an exceptional global network, offering high-quality work, genuine responsibility, and clear progression.
Role Overview
- Advising internationally mobile clients, including foreign nationals and entrepreneurs living and investing in the UK
- Delivering UK tax and international wealth planning advice for UHNW individuals, families, their businesses and family offices
- Structuring and executing complex cross-border transactions and tax planning arrangements
- Building long-term relationships with an established client base while developing your own network
- Collaborating closely with colleagues in international offices including Zurich, Geneva, Hong Kong, Singapore, Miami and New York
- Working alongside other London departments including Litigation, Employee Benefits and the wider Tax team
- Contributing to internal and external speaking events, including the firm's annual international tax and trust conference
- Supporting the development of junior team members and sharing technical knowledge
- Actively participating in business development initiatives and promoting the firm's capabilities
About You
- 2-5 years' PQE as a wealth management/private client lawyer or tax advisor
- Strong experience advising UK and international UHNW individuals, families and family offices
- Detailed knowledge of UK tax issues affecting resident non-domiciliaries and international tax planning
- Experience gained at a London firm, leading regional firm, or top accountancy practice
- First-rate technical skills and excellent drafting ability
- Strong interpersonal skills and confidence working with a culturally diverse client base
- Commercial awareness and evidence of business development experience
- High level of professionalism, initiative, maturity and gravitas
- Outstanding communication skills and the ability to adapt to different audiences
- Ability to work both independently and collaboratively within a high-performing team
- Commitment to high standards, client service and continuous learning
- Appreciation for a diverse, international and academically strong working environment
Why Join?
- A genuinely global platform with high-quality cross-border work
- A collaborative, inclusive and ambitious environment
- Exceptional opportunities for development and advancement
- Exposure to market-leading clients and high-value international matters
If you would like to be considered please send your CV to charlotte.pember@idexconsulting.com
Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Wealth Management Associate employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Associate
✨Network Like a Pro
Get out there and connect with people in the wealth management space! Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can’t.
✨Show Off Your Expertise
When you get the chance to chat with potential employers or at networking events, make sure to highlight your knowledge of UK tax issues and international wealth planning. Share insights and experiences that demonstrate your skills and understanding of complex cross-border matters.
✨Practice Your Pitch
Before any interviews or networking opportunities, practice your personal pitch. Make it engaging and tailored to the wealth management sector. You want to come across as confident and knowledgeable, so rehearse until it feels natural!
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that Wealth Management Associate role! We’re always on the lookout for talented individuals who are ready to take on high-quality work and grow within our firm.
We think you need these skills to ace Wealth Management Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Wealth Management Associate role. Highlight your experience with UHNW individuals and any cross-border matters you've handled, as this will show us you're a great fit for the position.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about wealth management and how your background aligns with our firm's values. Don't forget to mention any relevant business development experience or your ability to work in diverse teams.
Showcase Your Technical Skills: Since this role requires strong technical skills, make sure to include examples of your drafting abilities and any complex tax planning arrangements you've worked on. We want to see that you can handle the intricacies of UK tax issues and international planning.
Apply Through Our Website: We encourage you to apply directly through our website. This not only streamlines the process but also shows us your enthusiasm for joining our team. Plus, it’s the best way to ensure your application gets the attention it deserves!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your knowledge of UK tax issues and international wealth planning. Familiarise yourself with the specific challenges faced by UHNW individuals and family offices, as this will show your potential employer that you're ready to hit the ground running.
✨Showcase Your Experience
Prepare to discuss your previous roles and how they relate to the responsibilities of a Wealth Management Associate. Highlight any experience you have with cross-border transactions and client relationship management, as these are key aspects of the job.
✨Demonstrate Your Interpersonal Skills
Since you'll be working with a culturally diverse client base, practice articulating your thoughts clearly and confidently. Think of examples where you've successfully built relationships or collaborated with others, as this will illustrate your strong interpersonal skills.
✨Be Business Savvy
Research the firm’s recent business development initiatives and be prepared to discuss how you can contribute. Showing that you understand the commercial side of wealth management will set you apart from other candidates.
