We are currently looking to recruit a mid-level Wealth Management
Associate to join the team. This represents an exciting opportunity
for the right individual. The Associate will be pivotal to the
continuing success of the London office particularly in relation to
cross-border initiatives and transactions for wealthy individuals,
family offices, trustees and financial institutions. This Associate
will have an important role, working closely with both the senior
associates and Partners in the team. Notwithstanding that, and perhaps
more importantly, we expect the Associate to have an immediate and
managing role directly with our clients and other offices across EMEA
and globally.
The role will be complex and wide-ranging, and will involve:
Providing advice to internationally mobile clients, including for
foreign nationals and entrepreneurs living and/or investing in the
UK, advising on planning structures and undertaking substantial
cross-border and tax transactions for high value clients/financial institutions
Developing ongoing relationships with an existing client base as
well as develop new contacts
Developing close working relationships with colleagues in overseas
offices actively involved in this field including Zurich, Geneva,
Hong Kong, Singapore, Miami and New York
Further promoting close working relationships with other
departments within the London office including the Litigation,
Employee Benefits and broader Tax teams
Taking an active role in the prestigious International Annual Tax
and Trust conference held by the firm in London and in other
internal and external speaking engagements
Engaging in business development activities and being active in
the promotion of the firm and seeking opportunities for new work
Working as part of a team including assisting with the supervision
of junior lawyers' and trainees' work, and taking an active part in
sharing knowledge and experience with the team
The Team
The Wealth Management group provides UK and international tax and
wealth planning advice to some of the wealthiest individuals in the
market, their family offices and leading trust companies and private
banks. Wealth Management sits within the firm's wider Tax practice,
comprising over 30 partners and 50 associates, and forms part of our
cross-disciplinary Alternative Capital practice, which supports family
offices and clients with their transactions using private capital.
Our Wealth Management team specialises in advising ultra-high net
worth individuals, family offices, trustees and banks on complex
cross-border tax and trust related issues, including advising high net
worth individuals on strategic tax planning and asset structuring,
advising on the establishment of family offices and their running and
investments, and advising on pre-litigation strategy and tax
investigations. In particular, the team often advises on legal
and tax issues relating to the succession of substantial family owned
businesses and the creation of, or legal and tax issues that arise in
connection with, wealth holding structures.
The team advises non-UK domiciled individuals, including some who are
UK resident and some who are non-UK resident from Europe, the Middle
East and globally.
Some of the team accolades include:
Private Client Legal Team of the Year (Large Firm) 2023 & 2024
STEP Private Client Awards
European Private Client Team of the Year 2022 Chambers HNW Awards
Law Firm of the Year 2022, 2017 and International Law Firm of the
Year 2021, 2018 Citywealth Magic Circle Awards
Top 25 Law Firms 2022, 2021, 2020, 2019, 2018 eprivateclient
NextGen Leaders 2023: Phyllis Townsend and Christopher Cook eprivateclient
Baker McKenzie's Wealth Management team is highly ranked in Chambers
HNW Guide and Legal 500.
The team is well known for advising high net worth individuals and
families on complex international matters. A source is quoted as
stating "Baker McKenzie's forte is complexity," with another
adding that, "There are very few firms that can do a global job
and Baker McKenzie are one of them." "I was exceptionally
impressed by Baker McKenzie," says an interviewee, before
continuing: "They're super professional and you can really tell
they're experts in the field." Chambers HNW
The team is "extremely strong and very proactive. Its breadth of
knowledge particularly in respect of the interaction of legal and tax
issues and also the important cross-border aspects is
second-to-none". Other sources add "the team is always
available to meet our deadlines and solves our issues and provides
clear advice" and "this practice is unique because the team
responds very fast, right to the point, and provides clear and helpful
advice." Legal 500
The team has been described as "an extremely good team,"
who "do top-end, high quality work." A client commented that
"They have some absolutely fantastic experience and really
experienced people." Chambers Global Guide
Key Skills and Experience Required
The successful candidate will be able to demonstrate all or the
majority of the following:
A qualified wealth management associate/ tax advisor (mid-level
lawyer or accountant) with experience of UK tax planning for
international and UK UHNW individuals and families and their family offices
Strong experience and detailed knowledge of the taxation of UK
resident non-UK domiciliaries and international tax planning
Previous experience at a London firm or a leading regional law
firm with a strong specialisation in this field or an accountancy firm
First rate technical skills needed to support the client work of
the department
Strong personal skills to develop a client-facing role for a
culturally diverse client base
Commerciality and demonstrable business development experience
Excellent written communication and drafting skills
Excellent academic credentials
Ability to work independently
Initiative and proactivity
Maturity and gravitas
Strong service orientation - a "client first" culture
Ability to develop strong relationships with clients and to take
responsibility for this relationship
High work standards
Outstanding communication skills and the ability to adapt style as required
Ability to work well in both a team and individually
A keenness to learn
Respects and enjoys the diversity of cultural, social and academic
backgrounds found in the Firm
Why Join Us?
Baker McKenzie has a well-established Wealth Management practice and
forms part of the multi-disciplinary Alternative Capital practice,
with ambitious plans for growth. It is now a very exciting time to
join this entrepreneurial and dynamic team which offers a range of
opportunities to take your career to the next level.
Baker McKenzie is a truly global law firm. Founded in 1949, we advise
many of the world's most dynamic and successful business organisations
through our 13,200 people in 74 offices in 45 countries. Yet big does
not mean impersonal. We work hard to ensure that everyone knows their
role and has the support they need to perform it to the highest
standard. Our culture encourages this - how we work, think and behave
in a collaborative and fulfilling way.
In London you will be part of a 1,000 person office, which is also
our largest office globally. Originally opened in 1961, Baker McKenzie
London is well established in the UK as a leading international law
firm and is regularly involved in some of the country's most
high-profile legal matters. We can offer you the work, pride and
experience of being part of a leading law firm but in a local office
environment that is hardworking, friendly and supportive.
The strength of the firm and our culture is evidenced by a number of
recent awards, including:
Thomson Reuters (formerly Acritas' Sharplegal) Global Elite Law
Firm Brand Index, 2010- 2022 - ranked 1st
The Times Top 100 Graduate Employers 2021-2022: currently ranked 52nd
Thomson Reuters ranked the Firm No. 1 for cross-border deals for
the last 12 years. More than 70% of our deals are cross-border.
For the 14th consecutive year, the Firm was ranked first for deals
with emerging market involvement, by both number of announced and
completed deals.
Law360 ranked the Firm as one of the 400 Largest US Law Firms in
in its annual survey in 2020.
Identified as one of the Hall of Fame for best law firms for women
by Working Mother magazine, 2011-2021.
Received a a Gold Award in Stonewall's Global Workplace Equality
Index of Top Global Employers for LGBTQ+ Inclusion.
Ranked as one of the Top 20 Employers in the 2023 Social Mobility
Employer Index.
Received Double Certification for earning top marks in the 2022
Corporate Equality Index and Equidad MX of the Human Rights Campaign Foundation.
Winner of the Europe Mentorship Programme - International Firm
award in the Euromoney Women in Business Law Europe Awards 2021
Winner of the Gender Diversity International Firm, Talent
Management International Firm, and Work-Life Balance International
Firm awards in the Euromoney
Women in Business Law Asia Awards 2021
Have a look at our YouTube
channel to find out more about us!
To Apply
At Baker McKenzie we welcome direct applications. Please click on the
Apply icon to start the online application process for this role. We
will then be in touch with you once we have reviewed your application.
If you are unable to apply online, please contact the Recruitment Team
on either 020 7919 1000 or Recruitment.London@bakermckenzie.com
For more information about this position or to discuss any
adjustments you may require during the process please contact in
confidence, David Roberts, Recruitment Manager, on 020 7072 5752 or David.Roberts@bakermckenzie.com
Please note Baker McKenzie does not accept unsolicited CVs. Please clickhere
for details of our Agency Policy and commitment to sourcing directly.
Our Commitment to Inclusion, Diversity & Equity
As the first truly global law firm, diversity and inclusion are
foundational to our culture and strategic vision. We are a Firm of
individuals from across the globe with different backgrounds, ideas,
and points of view who collegially work together to solve complex
problems and design practical solutions for our clients. Our multiple
perspectives come from many sources, including the diverse ethnicity,
culture, gender, nationality, age, sex, sexual orientation, gender
identity and expression, disability, parental status, education,
social background and life experience of our people.
Our global strategy is focused on our people, our culture, our
clients and the communities where we operate. In 2019 we enacted
ambitious new targets related to gender, racial and ethnic diversity
at the Firm. These targets are viewed as a floor, not a ceiling, to
advancing underrepresented groups, and they are backed by a variety of
strategic initiatives aimed at achieving our goals. Our strategic
vision is supported in London by six active employee led networks
which champion diversity, lead on a number of internal campaigns and
deliver a range of activity to celebrate differences in identity,
inclusion, and key dates throughout the year including: LGBT+ History
Month, International Women's Day, International Trans Day of
Visibility, Mental Health Awareness Week, Pride, Black History Month,
Social Mobility Week, International Day of Disabled Persons and many more!
Baker McKenzie London has been accredited by Disability Confident,
joining over 18,000 organisations that have signed up to help change
behaviours and cultures in businesses, networks and communities and
reap the benefits of inclusive recruitment practices.
