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Job Title Wealth Management Associate
Job Location London
Job Category Associate
Practice Group Tax
Support Department N/A

The Role

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 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 50 Tax Advisers 2022, 2021, 2020, 2019, 2018: Ashley Crossley Spears
  • 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 950 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 2023-2024: currently ranked 77th
  • Thomson Reuters ranked the Firm No. 1 for cross-border deals for the last 12 years. More than 65% of our deals are cross-border.
  • For 14 consecutive years, the Firm has been 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 2023.
  • Identified as one of the Hall of Fame for best law firms for women by Working Mother magazine, 2011-2021.
  • Received a Gold Award in Stonewall's 2023 Global Workplace Equality Index of Top Global Employers for LGBTQ+ Inclusion in 2023.
  • Ranked 13th out of the Top 75 Employers in the 2023 Social Mobility Employer Index.
  • Received Double Certification for earning top marks in the 2023 Corporate Equality Index and 2024 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 Career Development International Firm, Pro bono International Firm, Work-Life Balance International Firm and China Practice International Firm of the Year awards in the Euromoney Women in Business Law Asia Awards 2023.

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.

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 David.Roberts@bakermckenzie.com

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Please note Baker McKenzie does not accept unsolicited CVs. Please click here for details of our Agency Policy and commitment to sourcing directly.

Our Commitment to Diversity & Inclusion

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.