Wealth Management Recruitment

We appreciate that every firm is different and we specialise in wealth management recruitment in order to find the ideal Front Office and C-Suite candidates for every wealth manager we work with. Our rigorous process allows us to assess candidates according to your team's unique needs, helping us find the right wealth management professionals to fit your company culture and your clients expectations.

The Somers Partnership Wealth Management Recruitment Process

In the highly competitive wealth management industry, there are sadly all too many candidates who are less than exceptional. Happy to stay in the middle ground, they do only what is necessary to retain their position. These individuals make up a large percentage of many corporate environments but as a specialist wealth management recruitment agency, we are dedicated to offering an alternative to these unremarkable individuals, seeking out only the most capable and driven candidates.

Our wealth management recruitment process is centred on taking each business as a distinct case, aligning our goals with yours in order to find the best candidate. Before beginning the wealth management recruitment process, we undertake a detailed analysis of the company in order to identify key skills gaps. We then use this intelligence to inform all of our recruitment decisions going forward. This highly individualised method helps us to identify the candidates who can build and grow your business and who have the motivation and skillset to excel.

Return on Investment of Effective Wealth Management Recruitment

The Somers Partnership deliver the candidates that every wealth management firm wants to attract: extremely successful individuals who thrive in a performance culture. We look for individuals with large self-built books who are client-centric and adaptable. These candidates are hugely profitable, thrive on measurement and single-handedly make a considerable difference to the success of the firms they work for.

In particular, our wealth management recruitment process scrutinises the career history and personality of every candidate so you can be sure the individuals we present are competent, qualified and engaged in the process.  Our expertise as a specialist wealth management recruitment agency ensures that you have access to the top talent in the industry.

Don't just take our word for it

David Langmead

Langmead Group

The Somers Partnership were recommended to us when we were looking for a new senior appointment to our family office. The team began by really getting under the skin of our requirements, business and culture, then created an innovative approach for segmenting the marketplace and overlaying our criteria to really drill down into our priorities. Their communication style throughout, coupled with their desire to really understand and articulate the brief and become advocates on our behalf, was refreshing and the candidates shortlisted from their extensive research were of a high calibre.  When we hit a bump in the road, the real value of the relationship showed, both in their tenacity and in the trust and rapport they build with their clients and candidates, which certainly paid off.  We wouldn’t hesitate to recommend them.

John Bunch

ex Chief Commercial Director, Evelyn Partners

I retained the Somers Partnership for three years and they delivered everything I asked of them. A pipeline of great candidates, deep market knowledge, an efficient time saving process and clear communication. Mark and his team proactively looked for opportunities and advantages across the market, allowing me to leverage their insight as well as their network they also enhanced our employer brand with thorough candidate briefs for every candidate . They delivered an excellent Return on Investment (ROI) and I recommend any ambitious organisation with a strong growth agenda to engage them.  I would absolutely work with them again at the first opportunity.

Rupert Phelps

Head of a Single Family Office

“The Somers Partnership combine proven expertise in search with demonstrable integrity. They are rare in having a deep and effective understanding of SFOs, as well as MFOs and the wider wealth management sector.”

Sebastian Dovey

Formerly Managing Partner Scorpio Partnership Limited

The Somers Partnership have a strong ability to take the long term view in identifying candidates that will add value to a business. This is an expertise from which we have benefitted.

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