Private Wealth Partner

Private Wealth Partner

• Location: Guildford
• Job Type: Full-time
• Salary: Competitive

We are seeking a Wealth Partner to join my clients prestigious firm, offering a unique opportunity to manage high-net-worth client portfolios and provide strategic wealth management advice. This role is ideal for a seasoned professional with a strong track record in the financial sector and a passion for delivering bespoke services, at either a partner level currently or at Senior Associate Level and ready for a step up.

Day-to-day of the role:

• Develop and implement tailored financial strategies for clients, ensuring their wealth management needs are met with the highest level of expertise.
• Oversee tax planning initiatives and ensure all financial activities comply with regulatory requirements.
• Maintain a deep understanding of investment markets, estate planning, and tax efficiency solutions.
• Lead and guide a team of wealth management professionals, fostering a culture of excellence and collaboration.
• Deliver exceptional client service, building and nurturing long-term relationships.
• Communicate complex financial concepts effectively to clients and team members.
• Provide imaginative solutions to clients’ family and financial issues, with a focus on inheritance tax and estate planning.
• Support clients and their families through various personal life events, such as writing or updating complex Wills and dealing with bereavement.

Required Skills & Qualifications:

• Proven track record in managing high-net-worth client portfolios.
• Strong understanding of investment markets, estate planning, and tax efficiency.
• Excellent leadership skills and experience in guiding a team.
• Exceptional client service and relationship-building abilities.
• Effective communication skills, with the ability to explain complex financial matters.
• Commitment to ongoing professional development in the wealth management field.
• Creative problem-solving skills with a focus on estate planning and inheritance tax solutions.

Benefits:

• Competitive salary with opportunities for career advancement.
• Flexible / Hybrid work opportunity available.
• Dynamic work environment that fosters professional growth.
• Support for continuous learning and development within the wealth management industry.

To apply for this Wealth Partner position in Guildford, please submit your CV and cover letter detailing your relevant experience, your approach to wealth management, and how you assist clients through personal life events.