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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.
Private Wealth Partner, Southampton + employer: Motus
Contact Detail:
Motus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Wealth Partner, Southampton +
✨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! Prepare a portfolio that highlights your past successes in private client work, especially with HNW and UHNW clients. This will help you stand out during interviews and discussions.
✨Tip Number 3
Be proactive! Don’t just wait for job postings; reach out directly to firms you admire. Express your interest in their private client practice and ask if they’re considering expanding their team.
✨Tip Number 4
Apply through our website! We make it easy for you to find and apply for roles that match your skills. Plus, we’re here to support you every step of the way in landing that dream position.
We think you need these skills to ace Private Wealth Partner, Southampton +
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 role and how your leadership skills can help shape our private client function in Southampton. Keep it engaging and personal – we love a good story!
Showcase Your Network: Don’t forget to mention your strong network in the industry. We’re looking for someone who can hit the ground running, so let us know how your connections can benefit our firm and clients. It’s all about making those valuable relationships work for us!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our forward-thinking team!
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 and how it can benefit the firm. Highlight any relationships with HNW and UHNW clients that could lead to new business opportunities.
✨Demonstrate Leadership Skills
This role requires strong leadership abilities. Think of examples from your past where you've successfully led a team or project. 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 its private client practice. Inquire about their strategies for growth in Southampton and how they envision your role in shaping that vision.