Private Wealth Associate Jobs

Private Wealth Associate

My client is a top 200 law firm, currently on the lookout for an experienced Pri...

Location

United Kingdom , London

Salary:

Not provided

Douglas Scott

Expiration Date

Until further notice

Requirements

A qualified Solicitor or Legal Executive (3-7 years' PQE) with prior experience in Private client
Experience in, or a strong interest in, marketing and business development activities
The ability to communicate confidently and empathetically with a broad range of clients, many of whom may be experiencing difficult times following the loss of a loved one

Job Responsibility

Manage your own caseload of diverse Private Wealth matters
Build strong client relationships
Support and mentor junior members of the department, including Solicitors and trainees

What we offer

Hybrid/ flexible working
Bonus scheme
Progression
28 days holidays
Private medical insurance

Fulltime

Licensed Client Services Associate

As a Licensed Client Services Associate, you will be integral to our team, handl...

Location

United States , Houston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 3 years of relevant experience in the field
Proficiency in Wealth Management
Experience in Private Wealth Management
Possession of Series 63 Licenses
Series 65 qualification
Must hold a Series 6 license
Ability to provide excellent client service
Strong communication and interpersonal skills
Must demonstrate a high level of professionalism and integrity
Proven ability to work effectively in a team-oriented environment

Job Responsibility

Efficiently manage client transactions and money movement requests
Regularly communicate with clients regarding new business and existing issues
Execute client-specific projects as needed
Handle outbound calls and emails to service clients professionally
Review and prepare comprehensive investment reports
Accurately update client information for review meetings
Confirm transactions with clients to ensure accuracy
Responsibly manage calendars and CRM to record client interactions
Resolve client queries via phone and email promptly and effectively
Summarize meeting notes, emails, and financial data for client meetings

What we offer

medical
vision
dental
life and disability insurance
eligibility to enroll in company 401(k) plan

Fulltime

Associate

An award-winning law firm based in Richmond is seeking an ambitious Associate to...

Location

United Kingdom , Richmond, Greater London

Salary:

65000.00 - 85000.00 GBP / Year

Brandon James

Expiration Date

Until further notice

Requirements

Qualified Solicitor or Chartered Legal Executive with 4-7 years of private client experience
Strong understanding of Private Wealth matters including trusts, estate planning, and probate
STEP qualification or working towards (desirable)
Excellent client care and communication skills, with a compassionate and professional approach
Interest in supporting team growth and external business development

Job Responsibility

Managing a varied caseload independently including Wills, Lasting Powers of Attorney, Estate administration, Trust creation and administration, Inheritance Tax (IHT) and Capital Gains Tax (CGT) planning
Supporting clients through sensitive transitions with empathy and professionalism
Building long-term, trusted relationships with high-net-worth individuals
Assisting in the training and development of junior solicitors and trainees
Participating in marketing and business development initiatives to promote the Private Wealth team’s profile in Richmond and the wider region

What we offer

Flexible hybrid working options
28 days’ annual leave + bank holidays
Private medical insurance, income protection & life assurance
Firmwide bonus scheme & generous pension contributions
Career advancement within a Legal 500 recognised team

Fulltime

New

Mid-level Trusts & Estates Associate

This role focuses on advising ultra-high net worth individuals and families—incl...

Location

United States

Salary:

Not provided

Sterlington

Expiration Date

Until further notice

Requirements

J.D. from a top-tier law school
LL.M. in Taxation preferred
Active membership in a U.S. state bar (PA, NJ, FL, NY, CA, TX, IL, or DC preferred)
3–6 years of relevant experience in trusts & estates, tax planning, or private client services
Strong drafting skills and deep knowledge of estate/gift tax code and regulations
Experience working with UHNW clients and complex asset structures
Exceptional judgment, discretion, and client service orientation
High emotional intelligence and ability to manage complex client relationships with diplomacy and tact
Experience advising family offices, business owners and multigenerational wealth structures

Job Responsibility

Advise UHNW individuals, families, and family offices on estate, gift, and generation-skipping transfer tax matters
Draft and review sophisticated estate planning documents, including GRATs, IDGTs, SLATs, QTIPs, and charitable trusts
Structure and implement wealth transfer strategies involving closely held businesses, private investments, and cross-border assets
Collaborate with fiduciaries, financial advisors, and tax professionals to develop integrated planning solutions
Provide guidance on probate, trust administration, and fiduciary income tax issues
Stay current on federal and state tax developments impacting private clients and wealth planning

Senior Construction Associate

A highly regarded West End firm is looking to recruit a Senior Associate (6+ PQE...

Location

United Kingdom , London

Salary:

Not provided

Douglas Scott

Expiration Date

Until further notice

Requirements

England & Wales qualified solicitor with 6+ years’ PQE in non-contentious construction
Background at a top-tier real estate or construction law firm
Strong technical knowledge and commercial acumen
Excellent drafting skills and a collaborative, solutions-led mindset
Interest in mentoring junior team members and contributing to BD initiatives

Job Responsibility

Acting for an exceptional client base in the real estate and private wealth sectors
Advising developers, funds, family offices, HNWIs and institutional investors on construction law
Handling building contracts, professional appointments, warranties and guarantees
Working on complex development and regeneration projects
Leading on high-end residential schemes, commercial offices, and mixed-use developments
Drafting and negotiating standard form and bespoke construction documentation
Mentoring juniors and supporting the strategic growth of the practice

What we offer

Work in a highly ranked team at one of the most respected West End firms
Access to a strong pipeline of premium real estate work
Collegiate culture and genuine work/life balance
High levels of client interaction and responsibility

Fulltime

New

Media Coordinator

Do you want to learn and grow in your marketing career? Are you a team player wh...

Location

United States

Salary:

Not provided

Zion & Zion

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Marketing, Communications, Business Administration, or similar
Meticulous and detail-oriented
Strong oral and written communications skills
Analytical mindset with a knack for rapid troubleshooting and ability to problem-solve independently
Proactive team player willing to roll your sleeves up and help the team as needed
Excellent interpersonal skills needed to work in a cross-functional company environment
Experience at an agency (internships too) a plus
Ability to multi-task across multiple tasks and projects

Job Responsibility

Manipulate data in Excel
Learn new platforms/tools quickly
Manage and coordinate client changes (e.g., offers, media schedules) with Media team
Take detailed notes during client-related meetings and send recap emails to the team following the meeting
Check in on campaign pacing and optimization opportunities for media campaigns
Update reporting docs and perform data entry for media client reporting
Traffic creative assets to vendors and internal teams
Gather proof of performance assets for media campaigns
Keep media flowcharts updated in coordination with media planner/buyers
Help to maintain and oversee monthly media budgets and ensure proper and timely invoice reconciliation occurs

New

Senior Process Technologist

Are you ready to dive into the heart of innovation and take charge in scaling up...

Location

United Kingdom , London

Salary:

40000.00 - 45000.00 GBP / Year

Zest Food Jobs

Expiration Date

Until further notice

Requirements

Proven hands-on experience in process development within a manufacturing setting
Demonstrated success in scaling up new products
Strong problem-solving abilities and adaptability in a dynamic environment
Excellent communication and collaboration skills

Job Responsibility

Lead the scaling up of new products, ensuring seamless integration into our production line
Conduct trials and analyse results to optimize processes and enhance efficiency
Collaborate with cross-functional teams to troubleshoot issues and implement effective solutions

What we offer

Opportunity to work with a forward-thinking team dedicated to innovation
Room for professional growth and development in a supportive environment
Chance to make a meaningful impact and contribute to the success of exciting projects
plus package

New

Product Manager

We’re looking for a Product Manager who combines strong program management disci...

Location

Poland , Wroclaw

Salary:

Not provided

Zoolatech

Expiration Date

Until further notice

Requirements

3+ years of experience in product management, or software delivery leadership
Strong grasp of project management methodologies
Demonstrated ability to plan, track, and deliver technical initiatives
Familiarity with software development lifecycle (SDLC) — feature design, estimation, release, and maintenance
Excellent communication, negotiation, and stakeholder management skills
Strong analytical and organizational abilities
proficient with Jira, Confluence, Excel
Proven experience working with both FE and BE
Practical usage of BA techniques
Experience implementing moderately complex enterprise systems with multiple dependencies

Job Responsibility

Translate client’s strategic objectives into executable technical programs, balancing scope, schedule, and quality
Partner with engineering leads, architects, and client to design scalable technical solutions
Manage cross-team dependencies and risks, and ensure alignment on timelines and deliverables
Evaluate and communicate trade-offs between delivering quick iterations and maintaining long-term architectural integrity
Use SDLC understanding to plan and oversee the entire lifecycle of features and systems—from conception to retirement
Read and interpret basic code constructs and design documents to estimate technical effort and complexity

What we offer

Paid Vacation
Sick Days
Sport/Insurance Compensation
English Classes
Charity
Training Compensation

Private Wealth Associate

Douglas Scott

Location:
United Kingdom, London

Category:
Legal

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
May 02, 2025

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