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- Tasks: Lead a top-notch private client team, advising high-net-worth clients on wealth management.
- Company: A respected national firm with a supportive and collaborative culture.
- Benefits: Competitive salary of £120,000+, flexible working, and clear progression opportunities.
- Why this job: Join a successful firm where you can grow your practice and make a real impact.
- Qualifications: Proven experience in private client work and strong leadership skills.
- Other info: Agile environment with excellent resources for professional development.
The predicted salary is between 96000 - 168000 £ per year.
National firm seeks to appoint a Private Client Partner to lead their Birmingham offering. Our client's private client team is well-regarded, advising HNW and UHNW clients with UK and international assets on succession planning, asset and wealth protection, tax, trusts and estates work.
The firm is looking for an experienced private client partner to head the private client offering in Birmingham. Operating as part of a forward thinking, integrated national team, you'll be looking for a supportive environment in which to grow your practice and wider team.
You'll have a strong network with proven technical, client care and leadership skills and you'll bring a highly commercial, considered approach. At this agile, well-liked and successful firm, offering flexibility and a strong team led culture, you'll have all the support and resources to help you be successful - with clear scope to progress within the equity partnership.
For more details or to apply please contact Jon Needham on 07385 506295 or email via jon@motusrecruitment.com.
Lead Private Client Partner, Birmingham £120,000+ employer: Motus
Contact Detail:
Motus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Lead Private Client Partner, Birmingham £120,000+
✨Tip Number 1
Network like a pro! Reach out to your connections in the private client sector and let them know you're on the lookout for new opportunities. A personal recommendation can go a long way in landing that dream role.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio or case studies that highlight your experience with HNW and UHNW clients. This will demonstrate your capability and give potential employers a taste of what you can bring to their team.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to appear. Reach out directly to firms you admire, like the one in Birmingham, and express your interest in joining their private client team. You never know what opportunities might arise!
✨Tip Number 4
Apply through our website! We make it easy for you to find and apply for roles that suit your skills. Plus, we’re always on the lookout for talented individuals to join our forward-thinking teams, so don’t miss out!
We think you need these skills to ace Lead Private Client Partner, Birmingham £120,000+
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Lead Private Client Partner role. Highlight your experience with HNW and UHNW clients, and showcase your leadership skills. We want to see how you can bring value to our Birmingham team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share your vision for leading the private client offering in Birmingham and how you plan to grow your practice with us.
Showcase Your Network: Don’t forget to mention your strong network in the private client sector. We’re looking for someone who can hit the ground running, so let us know how your connections can benefit our team and clients.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Motus
✨Know Your Stuff
Make sure you brush up on your knowledge of private client law, especially around succession planning, asset protection, and tax. Being able to discuss recent changes in legislation or trends in the market will show that you're not just experienced but also engaged and proactive.
✨Showcase Your Network
Since this role requires a strong network, be prepared to talk about your connections and how they can benefit the firm. Highlight any relationships with HNW and UHNW clients, as well as other professionals in the industry, to demonstrate your ability to bring in business.
✨Demonstrate Leadership Skills
As a Lead Private Client Partner, you'll need to show that you can lead a team effectively. Prepare examples of how you've successfully managed teams in the past, focusing on your approach to mentorship and fostering a supportive environment.
✨Align with Their Culture
This firm values a supportive and integrated team culture. Research their values and be ready to discuss how your personal values align with theirs. Showing that you fit into their culture will make you a more attractive candidate.
