Private Client (Offshore) Associate

Overview

In this role you will join a top-tier private client practice in London, handling offshore and cross-border wealth matters for UHNW clients. You will work closely with partners and cross-functional teams to deliver tax and structuring advice, estate planning, and asset structuring across jurisdictions. The position offers early responsibility, direct partner contact, and opportunities to develop business development skills in a high-quality, supportive City environment. Your work will shape international wealth planning for global families, with a clear growth trajectory.

Pay / Benefits

• excellent benefits
• hybrid working options
• social initiatives
• no-pressure culture

Responsibilities

• Provide end-to-end offshore private client advice to international clients (UK resident and non-resident) on wealth structuring and tax matters
• Advise on establishment of trusts and other wealth-holding entities
• Engage in cross-border succession planning and Will drafting guidance
• Implement planning with UK and international advisors (lawyers, accountants, trustees, corporate service providers)
• Project manage structuring and re-structuring of assets
• Draft Wills, trust deeds, and related documents
• Coordinate with Offshore, Onshore, and Disputes teams to deliver integrated advice
• Develop business and promote the firm to existing and prospective clients

Key requirements

• 3-5 years PQE in England & Wales private client practice
• Experience handling international/cross-border private client work with HNW/UHNW clients
• Ideally STEP qualified (or willingness to undertake STEP)
• Strong client relationship and business-development abilities
• Strong academic record and analytical thinking
• High level of professionalism and integrity

• Strong client relationship management
• Commercial and practical judgment
• Collaborative mindset
• Offshore private client expertise
• Cross-border tax and wealth structuring knowledge
• Experience with wills and trust drafting

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