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

Night Care Assistant

At Marton Gate Manor we believe in offering more than just a place to live – we ...

Location

United Kingdom , Bridlington

Salary:

12.60 - 12.70 GBP / Hour

Yorkare Homes

Expiration Date

Until further notice

Requirements

Flexible, caring and compassionate
Positive, self-motivated and organised
Willing to undertake any training necessary to develop skills and competency relevant to the role
Sensitive to the needs of others
An active team player and must be able to work on own initiative
Possess good communication skills with colleagues and residents

Job Responsibility

To provide personal care and support to residents with a wide range of health care needs, illnesses and disabilities, all of which are available in their care plan for staff to follow
Serve and assist with drinks and snacks if required through the night
Make and change beds
tidy rooms along with some light cleaning to ensure resident comfort and maintain the appearance of their home
To maintain accurate documentation with regards to the care and support given to our residents
To act as an advocate to the residents and communicate their needs and wishes when required to senior members of staff

What we offer

Competitive rates of pay
Free enhanced DBS check*
Free Uniform
Fully comprehensive training and development support from our in-house trainer
Career Progression
Staff recognition awards
Rewards App
Health Scheme
Working with a fantastic team of friendly, supportive, like-minded individuals

New

Senior iOS Engineer

We have some really unique problems to solve here, like building the best trip c...

Location

Spain , Barcelona

Salary:

Not provided

Yokoy

Expiration Date

Until further notice

Requirements

"Product Engineering" mindset
Knowledge of Swift
Pragmatism - simplicity, efficiency, and performance
The desire for quality and testing
A willingness to learn new technologies and frameworks
Good communication in English

Job Responsibility

Product development in iOS (Swift), supporting customer-facing and platform features
System architecture design, implementation, and testing
Working in an Agile environment with attention to detail, quality and continuous integration
Working closely with people, helping those who need help, contributing to a positive and healthy engineering environment

What we offer

Competitive compensation, including equity in the company
Generous vacation days so you can rest and recharge
Health perks such as private healthcare
Fitness perks such as an onsite gym & fitness app subsidy
"Flexible compensation plan" to help you diversify and increase the net salary
Unforgettable Travel events, including travel to one of our hubs
Spring Health - Get access to 12x therapy & 12x coaching sessions per year!
Exponential growth opportunities
VolunteerPerk - We offer 16 paid hours per year that you can use to give back to society by volunteering for a charity of your choice
"Work from anywhere" in the world allowance of 20 working days per year

New

Business Process Improvement Specialist

We are looking for a Business Process Improvement Specialist to join our Custome...

Location

United Kingdom , Birmingham

Salary:

Not provided

Yokoy

Expiration Date

Until further notice

Requirements

Experience in process improvement, operations, customer care, or a related field
Strong analytical skills with the ability to interpret data and propose clear recommendations
Excellent communication and stakeholder management skills
Comfortable operating in a fast-paced, high-growth environment with evolving priorities

Job Responsibility

Conduct detailed assessments of current customer care processes to identify gaps, inefficiencies, and improvement opportunities
Use data insights and operational metrics to inform recommendations and track improvements
Map, document, and redesign processes alongside stakeholders across Customer Care, Operations, VMO, Tooling, and other teams
Run short-term tests, pilots, and experiments to validate new ways of working before full rollout
Diagnose workflow bottlenecks and develop solutions to improve speed, accuracy, and consistency
Support the introduction of automation, smarter routing, and operational tooling enhancements
Monitor and analyse KPIs to assess the performance and impact of implemented changes
Research and evaluate new technologies and industry solutions that could improve Customer Care productivity
Partner with Product, Tooling, and Engineering teams to trial new tools and support their implementation
Create and maintain documentation for new tools, processes, and system changes for frontline teams

What we offer

Receive competitive compensation and equity ownership in Perk
Rest and recharge with 25 days of annual leave plus bank holidays
Take control of your physical health with private medical cover and voluntary dental insurance from Bupa, and discounted gym memberships with GymFlex
Plan for your future with our qualifying earnings company pension plan with Aviva
Know that your loved ones are protected financially through your Life Insurance if the worst were to happen
Rest assured that you’re covered by income protection in case you experience a long-term sickness or absence
Leverage tax-efficient cycle and electric car schemes with Cycle2Work & Octopus
Join our unforgettable Perk events, including our spectacular annual summer party
Always feel supported with Spring Health, our market-leading wellbeing partner, providing fast, comprehensive access to 12x therapy and 12x coaching sessions for you and your loved ones
Focus on your family with 12-16 weeks’ paid parental leave

Fulltime

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:
June 04, 2025

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