Private Client Executive Job at HR Owen (London)

Legal Executive Private Client

A well-established law firm is seeking a Private Client Legal Executive to join ...

Location

United Kingdom , London

Salary:

30000.00 - 35000.00 GBP / Year

Brandon James

Expiration Date

Until further notice

Requirements

Previous experience within a private client department
Experience handling wills, probate, estate administration and LPAs
CILEX qualification, or working towards CILEX, would be advantageous
Strong technical knowledge of private client matters
Excellent communication and client care skills
The ability to manage a caseload with supervision where required
Strong attention to detail and organisational skills
A sensitive, professional and empathetic approach
Confidence working with clients, families and professional contacts

Job Responsibility

Managing a varied caseload of private client matters
Drafting wills, codicils and letters of wishes
Advising on and preparing lasting powers of attorney
Supporting clients with probate and estate administration
Assisting with trusts, inheritance tax planning and succession matters
Preparing legal documents, correspondence and client reports
Liaising with clients, beneficiaries, executors, trustees, HMRC and third parties
Maintaining accurate files, case notes and compliance records
Managing deadlines, key dates and client expectations
Supporting business development and maintaining strong client relationships

What we offer

Pension
Healthcare

Fulltime

Private Client Solicitor / Legal Executive - Wills & Probate

Are you a compassionate and motivated legal professional looking to make a real ...

Location

United Kingdom , Burton upon Trent

Salary:

45000.00 - 46000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Qualified Solicitor or Legal Executive with solid experience in Wills & Probate
Strong technical knowledge and attention to detail
Confident in managing a caseload independently
Experience supervising others or readiness to step into a mentoring role
Organised, proactive, and committed to providing an excellent service
Empathetic and client-focused approach

Job Responsibility

Managing a varied caseload of private client matters, including Wills, Probate, LPAs, and Trusts
Supervising and mentoring junior fee earners and support staff
Delivering high-quality client care with empathy and professionalism
Ensuring compliance with all SRA regulations and internal procedures
Handling billing, time recording, and credit control accurately
Building strong relationships with clients, colleagues, and external organisations
Supporting the business development and growth of the department

What we offer

Competitive salary depending on experience
A fulfilling caseload where your work makes a lasting impact
Professional development and CPD support
Friendly and supportive team with a focus on work-life balance
Opportunities to shape the future of the department

Fulltime

Private Client Solicitor / Legal Executive - Wills & Probate

Are you a compassionate and motivated legal professional looking to make a real ...

Location

United Kingdom , Burton-On-Trent

Salary:

50000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Qualified Solicitor or Legal Executive with solid experience in Wills & Probate
Strong technical knowledge and attention to detail
Confident in managing a caseload independently
Experience supervising others or readiness to step into a mentoring role
Organised, proactive, and committed to providing an excellent service
Empathetic and client-focused approach

Job Responsibility

Managing a varied caseload of private client matters, including Wills, Probate, LPAs, and Trusts
Supervising and mentoring junior fee earners and support staff
Delivering high-quality client care with empathy and professionalism
Ensuring compliance with all SRA regulations and internal procedures
Handling billing, time recording, and credit control accurately
Building strong relationships with clients, colleagues, and external organisations
Supporting the business development and growth of the department

What we offer

Professional development and CPD support
Friendly and supportive team with a focus on work-life balance
Opportunities to shape the future of the department

Fulltime

New

Private Client Relationship Manager

At Citizens, our mission is to help clients, colleagues and communities reach th...

Location

United States , Alliance, Ohio; North Canton, Ohio; Canton, Ohio

Salary:

83000.00 - 104000.00 USD / Year

Citizens Bank

Expiration Date

Until further notice

Requirements

Bachelor’s degree (preferred)
3 - 5 years of banking, wealth management or other relevant equivalent experience
Experience working with affluent and high net worth clients
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire
Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire
Demonstrated success in a client-centric, initiative-taking sales environment
Experience establishing and maintaining relationships with clients and internal partners
Knowledge of industry regulatory requirements to ensure a sound control environment
Excellent written and verbal communication skills

Job Responsibility

Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights
Provide exceptional, high-touch client experiences
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens
Leverage Salesforce CRM to track activity

What we offer

Comprehensive medical, dental and vision coverage
Retirement benefits
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs

Fulltime

New

Private Client Relationship Manager

At Citizens, our mission is to help clients, colleagues and communities reach th...

Location

United States , Royal Oak; Southfield; Birmingham

Salary:

Not provided

Citizens Bank

Expiration Date

Until further notice

Requirements

Bachelor’s degree (preferred)
3 - 5 years of banking, wealth management or other relevant equivalent experience
Experience working with affluent and high net worth clients
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire
Demonstrated success in a client-centric, initiative-taking sales environment
Experience establishing and maintaining relationships with clients and internal partners
Knowledge of industry regulatory requirements to ensure a sound control environment
Excellent written and verbal communication skills

Job Responsibility

Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights
Provide exceptional, high-touch client experiences
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens
Leverage Salesforce CRM to track activity

What we offer

competitive pay
comprehensive medical, dental and vision coverage
retirement benefits
maternity/paternity leave
flexible work arrangements
education reimbursement
wellness programs

Fulltime

Private Client Relationship Manager

At Citizens, our mission is to help clients, colleagues and communities reach th...

Location

United States , Somerville; Cambridge

Salary:

83000.00 - 104000.00 USD / Year

Citizens Bank

Expiration Date

Until further notice

Requirements

Bachelor’s degree (preferred)
3 - 5 years of banking, wealth management or other relevant equivalent experience
Experience working with affluent and high net worth clients
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire
Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire
Demonstrated success in a client-centric, initiative-taking sales environment
Experience establishing and maintaining relationships with clients and internal partners
Knowledge of industry regulatory requirements to ensure a sound control environment
Excellent written and verbal communication skills

Job Responsibility

Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights
Provide exceptional, high-touch client experiences
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens
Leverage Salesforce CRM to track activity

What we offer

competitive pay
comprehensive medical, dental and vision coverage
retirement benefits
maternity/paternity leave
flexible work arrangements
education reimbursement
wellness programs

Fulltime

Private Client Relationship Manager

At Citizens, our mission is to help clients, colleagues and communities reach th...

Location

United States , Warrington, Pennsylvania; Doylestown, Pennsylvania

Salary:

Not provided

Citizens Bank

Expiration Date

Until further notice

Requirements

Bachelor's degree (preferred).
3 - 5 years of banking, wealth management or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.

Job Responsibility

Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
Provide exceptional, high-touch client experiences.
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
Leverage Salesforce CRM to track activity.

What we offer

competitive pay
comprehensive medical, dental and vision coverage
retirement benefits
maternity/paternity leave
flexible work arrangements
education reimbursement
wellness programs

Fulltime

Private Client Relationship Manager

At Citizens, our mission is to help clients, colleagues and communities reach th...

Location

United States , Sudbury; Stow; Marlborough

Salary:

83000.00 - 104000.00 USD / Year

Citizens Bank

Expiration Date

Until further notice

Requirements

Bachelor's degree (preferred)
3 - 5 years of banking, wealth management or other relevant equivalent experience
Experience working with affluent and high net worth clients
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire
Demonstrated success in a client-centric, initiative-taking sales environment
Experience establishing and maintaining relationships with clients and internal partners
Knowledge of industry regulatory requirements to ensure a sound control environment
Excellent written and verbal communication skills

Job Responsibility

Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights
Provide exceptional, high-touch client experiences
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens
Leverage Salesforce CRM to track activity

What we offer

competitive pay
comprehensive medical, dental and vision coverage
retirement benefits
maternity/paternity leave
flexible work arrangements
education reimbursement
wellness programs

Fulltime

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Private Client Executive

Job Description

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