Private Client Partner Job at SACCO MANN (Leeds)

Private Client Partner

Are you a seasoned Private Client lawyer looking for a new challenge at a presti...

Location

United Kingdom , Guildford

Salary:

60000.00 - 80000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

A minimum of 7+ years PQE in Private Client law
Proven experience in managing a busy caseload of complex private client matters
A strong track record of business development and networking
A STEP qualification (desirable but not essential)
Excellent leadership and mentoring skills
A proactive, client-focused approach with the ability to build and maintain lasting relationships

Job Responsibility

Offering expert legal advice to high-net-worth individuals and families
Managing a varied caseload that includes estate planning and administration, wills, probate, and trusts, tax advice, including inheritance tax planning, Powers of Attorney and Court of Protection work, advising on succession planning for business owners
Managing and developing client relationships
Supervising junior lawyers
Contributing to the continued growth of the department

What we offer

Clear path to equity partnership
Supportive, collaborative team culture
Excellent career development opportunities within a Legal 500-ranked firm
A comprehensive benefits package, including flexible working arrangements

Fulltime

Private Client Partner

Join a highly regarded Legal 500 law firm as a Private Client Partner in the Ber...

Location

United Kingdom , Berkshire

Salary:

70000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

At least 5 years’ post-qualification experience (PQE) in private client work
Proven experience in managing people, processes, or practice areas
Strong business development and networking capabilities
STEP qualification or equivalent (desirable, not essential)

Job Responsibility

Lead and manage a varied caseload of complex private client matters
Provide high-quality, cost-effective legal advice and representation
Maintain strong client relationships and ensure consistent delivery of excellent service
Support wider business development, marketing, and networking efforts
Mentor and guide junior lawyers and contribute to departmental leadership

What we offer

Flexible hybrid working model
A high-quality client base and complex, rewarding caseload
Clear progression pathway in a modern, supportive, and ambitious firm
The opportunity to contribute to a respected Legal 500-ranked team with a stellar reputation

Fulltime

Private Client Partner

A dynamic, modern law firm seeks a qualified solicitor to lead the development o...

Location

United Kingdom , London

Salary:

120000.00 - 150000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

A qualified solicitor (8+ PQE) with strong private client experience across wills, trusts, estate planning, and probate
Technically strong, with confidence handling high-value and complex estates (often with international elements)
STEP qualified or working towards it
Commercially minded and capable of building lasting client relationships
Entrepreneurial, self-driven, and excited by the idea of building a new practice from a high-quality platform
A confident communicator and leader, capable of mentoring junior lawyers and representing the department internally and externally

Job Responsibility

Drafting and advising on wills, trusts, and lasting powers of attorney
Handling complex estate administration and probate, including intestacies and foreign domicile matters
Providing succession and tax planning advice, including lifetime gifting, asset protection, and post-death variations
Advising international clients on UK property structuring, domicile and residency, and cross-border estate planning
Collaborating with family offices, financial advisers, and tax specialists to deliver joined-up advice
Leading on business development and the longer-term strategic growth of the department

What we offer

Lead the practice – shape strategy, brand, and growth from day one
Work with ambitious leadership – modern, agile, and client-centric
Prime London location – a fitting base for the calibre of clients you’ll serve
Real autonomy – make your mark without layers of hierarchy
Competitive salary – £120,000 – £150,000 DOE, which will be supported by the successful candidate's business case, with some flex depending on that

Fulltime

Tax Partner – Private Client Services

This is a unique opportunity for a senior-level tax professional with significan...

Location

United States , Boston

Salary:

350000.00 - 400000.00 USD / Year

Daley and Associates

Expiration Date

Until further notice

Requirements

CPA
Private Client Services experience dealing with ultra-high net worth tax clientele for 10+ years
Engagement management experience
Experience interfacing with High Net Worth Individuals and Families
Exceptional organizational skills
Exceptional communication skills – verbal & written
Ability to manage, grow, and mentor a team
Must be a Leader

Job Responsibility

Personal, fiduciary, foundation, gift, and estate Tax compliance and consulting
Navigate the complexities of each of their individual tax strategies, challenges, and provide solutions
Manage, develop, and grow a team
Act as a High Net Worth Tax Subject Matter Expert

What we offer

bonus
exceptional benefits
relocation (option)

Fulltime

New

Private Client Relationship Manager

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

Location

United States , Franklin, Massachusetts; Milford, Massachusetts

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 Tax Manager

Brook Street Recruitment is delighted to be partnering with a well-established a...

Location

United Kingdom , Belfast

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

A professional qualification such as ACA, ACCA, ATT or CTA
Strong personal tax experience gained within an accountancy practice environment
Excellent technical knowledge of private client taxation
Strong communication and relationship-building skills
The ability to manage multiple priorities and work independently
A proactive and client-focused approach
Strong IT and organisational skills

Job Responsibility

Managing a portfolio of private clients and high-net-worth individuals
Overseeing personal tax compliance matters and ensuring deadlines are met
Providing tax planning and advisory services tailored to clients' needs
Building and maintaining strong client relationships
Identifying tax-saving opportunities and advising on complex tax matters
Supporting and mentoring junior team members
Collaborating with partners and colleagues across the wider business

What we offer

Opportunity to join a highly regarded and growing accountancy practice
Exposure to a varied and interesting client portfolio
Supportive and collaborative working environment
Genuine opportunities for career progression and professional development
Competitive salary and benefits package

Private Client Relationship Manager

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

Location

United States , Boston

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

Private Client Relationship Manager

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

Location

United States , Exton; Phoenixville

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

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