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Private Client Partner Jobs

230 Job Offers

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Private Client Financial Advisor
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United States , Seaford; Smyrna; Bear; Milford
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105000.00 - 250000.00 USD / Year
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Citizens Bank
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Corporate Real Estate Associate
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Not provided
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Bryan Cave Leighton Paisner LLP
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European Head of Investment Counsellors
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Luxembourg , Bertrange
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275000.00 - 450000.00 EUR / Year
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Citi
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Investment Counselor
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Spain , Madrid
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Not provided
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Citi
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Senior Strategic Sales Principal - Public & Private Sector
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United States , Los Angeles
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145000.00 - 165000.00 USD / Year
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Assessfirst
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Director of Place Management and Planning
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United States
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105000.00 - 135000.00 USD / Year
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MIG
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Private Bank Client Onboarding Senior Analyst
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Hong Kong , Kowloon City
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Not provided
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Citi
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Manager, Audit & Assurance
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Canada , Ottawa
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76000.00 - 110000.00 CAD / Year
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Welch
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Head of Parking Sales - New Regions
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United Kingdom , London
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Not provided
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Arrive
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Director or principal of urban planning and design
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United States , Berkeley
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115000.00 - 150000.00 USD / Year
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MIG
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Director of Park and Recreation Planning
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United States , Portland; Seattle; San Antonio; Brooklyn; Various California offices
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50.00 - 65.00 USD / Hour
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MIG
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Investment Solutions Sales
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Switzerland , Zürich
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Not provided
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Lynceus Partners
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Investment Solutions Sales
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France , Paris 02
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Lynceus Partners
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Investment Solutions Sales
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Switzerland , Genève
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Lynceus Partners
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Senior Investment Solutions Sales
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Switzerland , Zürich
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Lynceus Partners
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Alts Data Operations Analyst
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India , Pune
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Not provided
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Addepar
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Private Banker
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Hong Kong , Central and Western District
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Not provided
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Citi
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Private Banker
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Hong Kong SAR , Central and Western District
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Citi
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Senior Private Banker
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Hong Kong , Central and Western District
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Citi
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Solicitor
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United Kingdom , London
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Salary
50000.00 - 70000.00 GBP / Year
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Brandon James
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Explore the world of Private Client Partner jobs, a pinnacle senior role within professional services and law firms dedicated to advising high-net-worth individuals (HNWIs) and ultra-high-net-worth families. Professionals in this field operate at the intersection of law, finance, and strategic advisory, acting as trusted counselors for clients' most personal and complex financial and legacy matters. A Private Client Partner is not just a senior practitioner but a business leader, responsible for shaping the strategic direction of a firm's private client practice, driving its growth, and ensuring the delivery of exceptional, sophisticated advice. The typical responsibilities of a Private Client Partner are multifaceted, blending deep technical expertise with commercial and leadership acumen. On the advisory side, they commonly handle complex estate and succession planning, which involves structuring wills, trusts, and foundations to protect and transfer wealth across generations efficiently. This includes providing sophisticated tax planning advice to mitigate liabilities related to inheritance, capital gains, and income tax. They often manage intricate estate administration and probate for substantial estates, sometimes with international or cross-border elements. Beyond client work, a significant part of the role involves business development and practice leadership. This includes cultivating and maintaining long-term relationships with existing clients, networking to attract new business from affluent individuals and their family offices, and contributing to the firm's overall strategy. Furthermore, they are responsible for mentoring, training, and leading a team of junior lawyers or tax advisors, fostering a culture of excellence and technical prowess within their department. The skills and requirements for these senior jobs are demanding, reflecting the high level of trust and complexity involved. Typically, candidates are required to be fully qualified professionals, such as a solicitor with significant post-qualification experience (PQE) in private client law, or a Chartered Tax Advisor (CTA), Chartered Accountant (ACA), or equivalent. A deep and current technical knowledge of relevant legislation—be it trust law, probate rules, or tax statutes—is non-negotiable. Many successful professionals hold additional qualifications like STEP (Society of Trust and Estate Practitioners) membership. Crucially, excellent communication and interpersonal skills are paramount for building rapport with discerning clients. A proven track record in business development, networking, and client relationship management is essential, as is demonstrated leadership ability and a commercial, entrepreneurial mindset. For those seeking a career at the highest level of client advisory, where strategic thinking meets profound technical expertise, Private Client Partner jobs represent a challenging and highly rewarding apex profession.

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