Current Opportunities

The quickest and easiest way to automatically be considered for all current and future opportunities in the wealth management and family office sectors is to register on our candidate portal. It only takes 5 minutes and you can update your details at any time.

Please let us know if you are interested in any of the career opportunities in the wealth management and family office sectors. We have almost 20 years of experience in the wealth management recruitment industry and work with some of the best and most forward-thinking organisations in London, the UK and internationally.

Our client is a sophisticated, full-service, multi-generational Single Family Office which is now hiring a Relationship Manager who possesses a solid track record of developing and managing relationships with sophisticated and high-profile clients.  The successful candidate must have more than five years’ wealth management/financial planning experience and possess the CFP qualification or equivalent skillset.  The successful candidate will be based in the USA, ideally in New York or Chicago, although could be based in any location in the USA and work remotely.

Upload your details to register your interest in this role.

 

Our client is one of the largest and most progressive wealth management organisations which is creating a new Financial Wellbeing business.  The successful candidate will be responsible for the success of the Financial Wellbeing client proposition, including setting the overall strategy and developing the proposition into a full-scale operating model.  The successful candidate will also have responsibility for achieving the client Financial Wellbeing sales targets through the management of marketing and business development opportunities.

Upload your details to register your interest in this role.

Our client is one of the largest and most progressive wealth management organisations which is creating a new Financial Wellbeing business.  The successful candidate will be responsible for promoting and selling the Financial Wellbeing service to corporate clients, as well as promoting the wider firm’s products and services.  A good understand of corporate clients is crucial, alongside experience of pitching and building relationships with corporates.

Upload your details to register your interest in this role.

Our client is one of the largest and most progressive wealth management organisations which is creating a new Financial Wellbeing business.  The successful candidate will be responsible for proactively managing client and partner relationships post-sale, ensuring they are getting the most out of their Financial Wellbeing platform, as well as serving as a liaison and client advocate.

Upload your details to register your interest in this role.

We are retained by one of the largest and most progressive wealth management organisations, to recruit excellent Investment Directors in London and in all the major cities across the UK. 

Upload your details to register your interest in this role.

We are retained by one of the largest and most progressive wealth management organisations, who are looking to recruit excellent Investment Directors in Scotland. 

Upload your details to register your interest in this role.

We are retained by one of the largest and most progressive wealth management organisations, who are looking to recruit excellent Investment Directors in Northern Ireland. 

Upload your details to register your interest in this role.

We are retained by one of the largest and most progressive combined financial planning and investment management organisations, to recruit excellent Financial Planners in London and in all the major cities across the UK. 

Upload your details to register your interest in this role.

We are retained by one of the largest and most progressive wealth management organisations, to recruit excellent Relationship Managers in London and in all the major cities across the UK. 

Upload your details to register your interest in this role.

If we don't have an opportunity that interests you at the moment then register your details on our candidate portal and tell us the type of position you would be interested in. We are constantly being approached by companies with new opportunities and will contact you if a suitable position becomes available.

Family Office fundamentals banner

Family Office Fundamentals: Human Capital Matters

Our latest book, Family Office Fundamentals: Human Capital Matters, is the Principals' guide to creating, staffing and future-proofing your family office. Available to order now, this book provides essential knowledge and insight from 50 of the leading lights from the global family office ecosystem. Order your copy today.

UK and Europe Family Office Compensation Report

Complimentary access to the 2022-23 Family Office Compensation Report for UK and Europe

We have partnered with US based compensation specialists Botoff Consulting, to deliver the first Family Office Compensation Report for the UK and Europe. This comprehensive report gives family offices exclusive access to compensation data from family offices across the UK and Europe and includes compensation data for key roles within the family office alongside insight into how family offices are structured. Access your complimentary copy of the report today.

Somers wealth management recruitment

Are you interested in working for a Family Office?

Purchase our book - How to work for a Billionaire - to find out more about the secretive world of family offices and what it is like to work in one. With chapters on how to prepare for an interview at a family office and the nuances of working for a family, this is a must read if you are seeking a career in this growing niche market.

Read Our Latest News

How much should you pay your family office team?

You can find out how family office pay stands across the sector, and how your competitors are compensating ...
Read More

How to recruit top talent for your family office in Singapore 

The Somers Partnership’s founder Mark Somers explains how to recruit for a family office in Singapore, as the ...
Read More

Why you don’t need to worry about ‘The Great Resignation’

‘The Great Resignation’ is a term that has caused angst in boardrooms across the globe. Many have feared ...
Read More

Your Recruitment Roadmap Out Of Lockdown

As we look to the year ahead, businesses now have a much clearer picture of how and when ...
Read More

Sign Up To Our Newsletter

Something went wrong. Please check your entries and try again.
Scroll to Top