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 over 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, international single family office based in the US and UK. They provide best-in-class services, including investment management, legal, accounting, tax, performance measurement, treasury, insurance and philanthropy for the family, the family trusts and their related entities. As part of the UK office’s continued development and growth, there is a need to recruit an experienced tax specialist and, as a result, our client is looking to hire a Tax Director. The successful candidate will have overall responsibility for tax affairs of family members in the UK and multiple jurisdictions with an emphasis on individual, partnership, trust and corporate tax issues and structures. The ideal person will have high quality international tax experience and probably be an experienced Senior Manager from a Big 4/Top 20 firm of accountants looking for promotion to a Director position and have the ability to successfully broaden their experience over time. The successful individual will have substantial experience in dealing with private client issues both in the UK and offshore. The CTA/ACA qualifications are expected, although the office would consider candidates who are qualified by experience, particularly in a similarly complex Family Office.
Our client is a sophisticated, international single family office based in the US and UK. They provide best-in-class services, including investment management, legal, accounting, tax, performance measurement, treasury, insurance and philanthropy for the family, the family trusts and their related entities. As part of the UK office’s continued development and growth, there is a need to recruit a UK Director of Client Advisory Services who will join the London team and manage the office and lead the team that serves as the primary point of contact for our client’s non-US family households, in multiple jurisdictions, seeking personal financial planning, accounting, tax, legal, and business-related reporting, advice, and services. S/he will work with the leadership team to develop a strategic plan to address increasing family needs and significant structural changes, as well as managing the growing team and function.
Our client is looking for a sophisticated family office professional with proven problem-solving skills, strategic and leadership capabilities, demonstrated understanding of international tax, accounting and finance principles, and a track record of building and leading high-performing teams. Ideal candidates will also have played meaningful roles in defining and upgrading processes and technologies for increased efficiency, consistency and effectiveness. This role requires considerable technical skills as well as dedication and commitment to the client base. The right candidate must have a high EQ, as well as IQ and an open approach, and the credibility to build strong relationships with the worldwide professional staff of the family office, outside professionals, and family members.
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.
For a confidential chat about the role or to register your interest, email Ginny Hutchins at ginny.hutchins@somerspartnership.com or call 07444324115. Alternatively, email Nick Talreja at nick.talreja@somerspartnership.com we look forward to hearing from you.
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.
For a confidential chat about the role or to register your interest, email Ginny Hutchins at ginny.hutchins@somerspartnership.com or call 07444324115. Alternatively, email Nick Talreja at nick.talreja@somerspartnership.com we look forward to hearing from you.
UK international with a small team and a successful track record in N.N.A (prestigious private bank). Based in Geneva.
UK international with successful track record in business development (prestigious private bank) based in Geneva.
With team (up to 7 people) for an International prestigious private bank based in Geneva.
With team (F/E) leading and enhancing team. For a prestigious international bank based in Geneva.
Senior Relationship Manager on Mexico for a prime international bank based in Geneva.
Head of Latam with team for a top private bank based in Geneva.
Head of Middle-East with a proven track record and team for a prime international bank based in Geneva.
Senior Relationship Manager on Israeli market. For a prestigious Swiss private bank based in Geneva.
Top Executive assistant to the President of a worldwide leader in inter governmental projects (perfectly bilingual F/E) based in Geneva.
Senior Relationship Manager on Sub-Saharian African market (F/E) for a prestigious Swiss bank based in Geneva.
Global Communication Specialist in Corporate/Security or inter-governmental business (only from Private sector) based in Geneva.
Senior Relationship Manager on Cono Sur (South LATAM) for a prestigious Swiss private bank based in Geneva.
An outstanding opportunity has arisen for an ambitious Private Client Tax Partner to work for one of the largest global accountancy firms, with a very successful and well-regarded US Family Office Practice.
Senior Relationship Managers required for several multi family offices (could lead to a Partnership) based in Geneva.
This is an opportunity to work closely with a highly successful Principal who has been actively trading in the global financial markets for over 25 years.
The position of Investment Analyst is to focus on the investment interests of the Principal (CEO) which will include a range of tasks or projects relating to sourcing, researching and evaluating investment opportunities across a broad investment spectrum.
The successful candidate must have at least 3-6 years’ experience in a Family Office group, investment banking, private equity or asset management environment. The Investment Analyst will have strong quant and analytical skills.
International travel may be required and this position is based offshore (the successful candidate must possess valid travel documentation allowing them to enter the Bahamas, US, Europe and the UK).
Senior Relationship Manager on Benelux/Belgian market. Based in Geneva.
Senior Relationship Manager on UHNWI for Swiss/French/ Monaco markets. Based in Geneva.
An exciting opportunity for Private Bankers with Family Office clients for a Multi Family Office based in London.
Our client is a highly regarded Multi Family Office. The firm is hiring Private Bankers who have Family Office clients, as well as a strong network in the UHNW arena. This is a new opportunity and is a result of the firm wishing to strengthen and develop its client base and business development strategy.
Our client is a well-known Private Bank which is looking to hire a number of Senior Private Bankers.
Successful candidates will be responsible for developing their own dedicated client base and acting as the clients’ primary contact for the Bank in the capacity of their trusted advisor.
Responsibilities include the promotion, recommendation and arranging of banking and investment products and services.
Candidates are required to have several years’ experience in client acquisition and client management, demonstrated with a successful track record. They will also be entrepreneurial, possess business acumen, motivation and risk awareness. Candidates must have approved person status as a CF30.
Our client is a well-known Private Bank which is looking to hire a number of Senior Private Bankers.
Successful candidates will be responsible for developing their own dedicated client base and acting as the clients’ primary contact for the Bank in the capacity of their trusted advisor.
Responsibilities include the promotion, recommendation and arranging of banking and investment products and services.
Candidates are required to have several years’ experience in client acquisition and client management, demonstrated with a successful track record. They will also be entrepreneurial, possess business acumen, motivation and risk awareness. Candidates must have approved person status as a CF30.
Our client is a well-known Private Bank which is looking to hire a number of Senior Private Bankers.
Successful candidates will be responsible for developing their own dedicated client base and acting as the clients’ primary contact for the Bank in the capacity of their trusted advisor.
Responsibilities include the promotion, recommendation and arranging of banking and investment products and services.
Candidates are required to have several years’ experience in client acquisition and client management, demonstrated with a successful track record. They will also be entrepreneurial, possess business acumen, motivation and risk awareness. Candidates must have approved person status as a CF30.
Our client is a well-known Private Bank which is looking to hire a number of Senior Private Bankers.
Successful candidates will be responsible for developing their own dedicated client base and acting as the clients’ primary contact for the Bank in the capacity of their trusted advisor.
Responsibilities include the promotion, recommendation and arranging of banking and investment products and services.
Candidates are required to have several years’ experience in client acquisition and client management, demonstrated with a successful track record. They will also be entrepreneurial, possess business acumen, motivation and risk awareness. Candidates must have approved person status as a CF30.
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.
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