Associate - Private Client (2-4PQE)

The role

Russell-Cooke is seeking a Private Client Associate with 2-4 years of PQE to join their Kingston office. This role focuses on providing expert advice and services within the wealth management and private client sector, catering to a diverse client base including high net worth individuals.

What you'll do

• Conduct own caseload under line management of supervising partner
• Business development including networking, article writing, cross-departmental relationship building, developing referrer relationships such as accountants, wealth managers, trust companies etc
• Achieve excellent financial management including time recording and billing to reach annual targets
• Provide a high-quality service to all Russell-Cooke clients
• Develop and maintain good client relationship skills, gaining clients’ confidence and that of other professionals
• Receive requests for advice from current and potential clients and deciding on the most appropriate responses to make to these requests
• Establish what needs to be done to solve a client’s problems
• Support internal procedures and systems of Russell-Cooke including file and financial management
• Attend internal training and external training as and when required
• Read journals and attend courses as part of continuing professional development
• Maintain high standards of professional conduct while generating adequate practice income

What we're looking for

Benefits