Lead Private Client Partner, Birmingham £120,000+
Lead Private Client Partner, Birmingham £120,000+

Lead Private Client Partner, Birmingham £120,000+

Full-Time 120000 - 120000 £ / year (est.) No home office possible
Motus

At a Glance

  • Tasks: Lead a top-tier private client team, advising high-net-worth clients on wealth management.
  • Company: National firm known for its supportive and collaborative culture.
  • Benefits: Competitive salary of £120,000+, flexible working, and clear progression opportunities.
  • Other info: Agile environment with excellent resources to support your success.
  • 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 with strong leadership and client care skills.

The predicted salary is between 120000 - 120000 £ 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.

Lead Private Client Partner, Birmingham £120,000+ employer: Motus

As a leading national firm, we pride ourselves on fostering a supportive and collaborative work culture that empowers our employees to thrive. Located in Birmingham, our team is dedicated to providing exceptional service to high-net-worth clients while offering ample opportunities for professional growth and progression within the equity partnership. With a focus on flexibility and a strong team-led environment, we ensure that our employees have the resources and support they need to succeed in their careers.
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

Stay updated on industry trends! Being knowledgeable about the latest developments in tax, trusts, and estate planning will not only boost your confidence but also impress interviewers. It shows you're serious about your field.

Tip Number 4

Apply through our website! We make it easy for you to find and apply for roles like the Lead Private Client Partner. Plus, it gives us a chance to see your application first-hand and connect with you directly.

We think you need these skills to ace Lead Private Client Partner, Birmingham £120,000+

Private Client Advisory
Succession Planning
Asset Protection
Wealth Management
Taxation Expertise
Trusts and Estates Knowledge
Client Relationship Management
Leadership Skills
Commercial Awareness
Networking Skills
Team Collaboration
Agility in Practice Development
Strategic Thinking

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience that align with the Lead Private Client Partner role. Highlight your expertise in advising HNW and UHNW clients, and don’t forget to showcase your leadership abilities!

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. Mention your strong network and how your commercial approach can benefit the Birmingham team.

Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your technical skills and client care. Numbers and examples can really make your application stand out!

Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!

How to prepare for a job interview at Motus

Know Your Stuff

Make sure you brush up on the latest trends in private client law, especially around succession planning and asset protection. Being able to discuss recent cases or changes in legislation will show that you're not just experienced but also current and engaged in your field.

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 that could enhance the firm's offerings.

Demonstrate Leadership Skills

As a Lead Private Client Partner, you'll need to exhibit strong leadership qualities. Prepare examples of how you've successfully led teams or projects in the past, focusing on your ability to inspire and develop others while achieving results.

Align with Their Culture

This firm values a supportive and collaborative environment. During the interview, express your enthusiasm for working in a team-led culture and share experiences where you've thrived in similar settings. This will help them see you as a great fit for their agile and forward-thinking approach.

Lead Private Client Partner, Birmingham £120,000+
Motus

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