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- Tasks: Lead private client work, advising high-net-worth clients on wealth protection and succession planning.
- Company: Agile and progressive law firm with a strong reputation in private client services.
- Benefits: Competitive salary of £150,000+, flexible partnership culture, and excellent progression prospects.
- Other info: Supportive environment with resources to develop your career and client portfolio.
- Why this job: Join a forward-thinking team and shape the future of private client services on the South Coast.
- Qualifications: Proven experience in private wealth management and strong leadership skills.
The predicted salary is between 150000 - 150000 £ per year.
Lead Private Client Partner opportunity with this agile and progressive law firm based in Southampton. Our client has a strong reputation for private client work, advising HNW and UHNW clients with UK and international assets on succession planning, asset and wealth protection, tax, trusts and estates work.
There is an excellent platform at this firm for an experienced private wealth partner to be part of a forward thinking, merit based operation. Already home to a recognised private client practice in other UK cities, the firm is now keen to appoint a partner to lead the South Coast offering.
You'll have a strong network with proven technical, client care and leadership skills and you'll bring a highly commercial, considered approach. Home to an established client portfolio, sizeable national team and a flexible and inclusive partnership culture, you'll have the support and resources to help you shape the firm's non-contentious private client function in Southampton, working closely with a supportive team of expert individuals.
Excellent progression prospects including a route to equity.
For more details or to apply please contact Jon Needham.
Private Wealth Partner, Southampton + in London employer: Motus
Contact Detail:
Motus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Wealth Partner, Southampton + in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the private wealth sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at the firm you're eyeing.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, highlight your experience with HNW and UHNW clients. Share specific examples of how you've successfully managed their wealth protection and succession planning needs.
✨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 Southampton, and express your interest in joining their team. A personal touch can make all the difference.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, it shows you’re serious about landing that Private Wealth Partner role!
We think you need these skills to ace Private Wealth Partner, Southampton + in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Wealth Partner role. Highlight your experience with HNW and UHNW clients, and showcase your skills in succession planning and asset protection. We want to see how you can bring value to our 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 agile law firm. Share your vision for leading the South Coast offering and how your leadership skills will benefit our existing team.
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 help enhance our practice in Southampton.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your details and get you on our radar quickly. We can’t wait to hear from you!
How to prepare for a job interview at Motus
✨Know Your Stuff
Make sure you brush up on the latest trends in private wealth management, especially around succession planning and asset protection. Familiarise yourself with the firm's existing client portfolio and be ready to discuss how your experience aligns with their needs.
✨Showcase Your Network
As a Private Wealth Partner, your connections are crucial. Be prepared to talk about your existing network of HNW and UHNW clients. Highlight any successful relationships you've built and how they could benefit the firm’s growth in Southampton.
✨Demonstrate Leadership Skills
This role requires strong leadership abilities. Think of examples where you've led a team or project successfully. Be ready to discuss your approach to mentoring others and how you can contribute to the firm's inclusive culture.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the firm’s future direction and your potential role in it. Inquire about their vision for the private client practice in Southampton and how they support partners in achieving their goals.