Overview
As Senior Manager in a well‑established London Private Client team, you will lead and develop people while overseeing client work across a portfolio. You act as a primary contact for clients and collaborate with partners on planning and relationships. The role blends leadership with advisory involvement, all within a collaborative, partner‑led culture that prioritizes client outcomes and work‑life balance. You help shape high‑quality work in a supportive environment that values teamwork and accessibility to decision‑makers.
Responsibilities
- Managing and developing a team
- Overseeing delivery of client work across a portfolio
- Acting as a key point of contact for clients
- Supporting and mentoring more junior staff
- Working closely with partners on client relationships and planning
- Involvement in advisory work within a broader leadership role
Key requirements
- Experience leading Private Client teams or initiatives
- Ability to manage client relationships and plan with partners
- Proven track record in delivering high‑quality Private Client work
- Interest in a visible leadership role and team development
- collaborative
- people development
- strong communication
- CGT planning
- IHT
- trusts
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