Overview
In this role you will join a market-leading private wealth team to serve UHNW clients, focusing on family office and cross-border matters. You will position yourself for partnership within a collaborative, inclusive culture. You will tackle complex wealth planning challenges and coordinate with cross-functional teams across jurisdictions. This opportunity offers meaningful impact by shaping client solutions in a high-trust environment.
Responsibilities
- work within a market-leading private wealth team handling UHNW/family office and cross-border matters
- contribute toward progression toward partnership
- collaborate in a collaborative, inclusive culture
Key requirements
- 6+ years PQE in private wealth
- experience with UHNW/family office and cross-border matters
- ambitious to reposition for partnership
- based in London
- collaborative
- client-focused
- strong communication
- private wealth advisory
- UHNW/family office experience
- cross-border wealth planning
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