Location: Sheffield Central & North (travel to other offices required)
Department: Private Wealth / Private Client
Contract: Full-time, permanent
Overview
A leading regional law firm is seeking an experienced and highly personable Private Wealth Manager to join its award-winning Private Client department. This role is ideal for someone who thrives on building long-term relationships with high-net-worth clients, coordinating multi-disciplinary legal and financial services, and ensuring an exceptional client experience from start to finish.
This position sits at the heart of the firm’s Private Wealth offering—acting as a trusted adviser, strategic coordinator and central point of contact across departments.
About the Role
As a Private Wealth Manager, you will:
- Act as the central relationship lead for high-net-worth clients
- Coordinate with specialist teams across tax, trusts, estate planning, corporate and other practice areas
- Manage diaries, meetings, events and communications for the Private Wealth team
- Build strong rapport with clients, intermediaries and professional advisers
- Understand clients’ financial and legal goals, aligning them with the firm’s service offering
- Introduce clients to the right experts within the firm, ensuring seamless handovers
- Network externally and grow relationships with prospective clients and referrers
- Maintain exceptional service standards at every stage
- Monitor client satisfaction and gather feedback to support continuous improvement
- Contribute to business development, cross-selling and internal referral initiatives
This is more than an advisory role—it’s a strategic, client-centric position requiring excellent coordination, communication and relationship-building skills.
About You
Essential Experience & Skills
- Proven experience in private wealth, high-net-worth relationship management, or a similar financial or legal services role
- Strong interpersonal and networking skills, comfortable with senior individuals and external advisors
- Highly organised, with exceptional diary, scheduling and event management capability
- Strong commercial awareness and understanding of legal, tax, financial and estate-planning services
- Excellent written and verbal communication skills
- Proactive, client-first mindset with a drive for outstanding service
- Ability to work effectively across multiple departments while overseeing the full client journey
What You Will Gain
- Opportunity to work within a prestigious, high-performing Private Client / Private Wealth practice
- High visibility and autonomy in a client-facing, strategic role
- Exposure to a broad range of specialist legal and financial disciplines
- Career development opportunities and professional support
- A collaborative, inclusive and excellence-driven culture
Firm Culture & Values
This firm is known for its:
- Community focus
- Approachability and clear communication
- Excellence in service delivery
- Integrity in all client interactions
A modern, forward-thinking environment where innovation, client service and meaningful relationships sit at the core of everything they do.