A fast growing and award winning Wealth Management boutique requires an individual to support our Partners’ work for our clients. You will be working for individuals at the pinnacle of their profession and described as industry luminaries; our clients are some of the most successful entrepreneurs.

We are a Partnership with no external shareholders – we work in an enjoyable, collegiate and intellectually stimulating environment. We are old-fashioned in some regards but cutting edge in most.

We have a small number of ultra-high net worth clients and discretion is critical. We help our clients’ steward their wealth across generations and our job is to serve them. A sharp intellect is important but character and attitude is more important than academic awards. We will principally focus on the candidate’s integrity, loyalty, discretion, service, emotional intelligence and social aptitude.

Your career will be nurtured in an environment with a strong team ethic. Your career trajectory will be defined by your ability, attitude and performance and achieving the level of Partner will be possible for exceptional people. In contrast to working in a Private Bank, you will experience a dynamic and entrepreneurial environment with little hierarchy or bureaucracy: the learning curve will be steep and you must be prepared to get stuck in to whatever tasks are required for our clients.

The main duties include:

· Supporting our Partners’ work for our clients. Our clients’ needs are varied and therefore so is the work.

· Some of this will be related to managing our clients’ wealth:

o Attending meetings and monitoring and executing the agreed actions.

o Preparing investment reports and managing some of the associated administration.

o Portfolio management and trade execution.

· In addition you will be asked to:

o Carry out investment research and due diligence, relaying your findings to the team.

o Liaise with our clients’ professional service providers (solicitors, tax advisers, accountants etc.)

· Communicating with ultra-high net worth clients.

· Assisting Partners with additional projects as required

Professional qualifications

· Degree qualified

· Possess an interest in investments and markets.

· Have a desire to progress to providing discretionary and / or advisory investment services.

· Possess excellent communication and interpersonal skills.

· Facility with spreadsheets a distinct advantage.

Please send your CV, and explain why you think we should select you, to careers@sorbuspartners.com

SORBUS PARTNERS LLP is an award winning multi-family office, founded in 2012 by leading industry professionals.

Ø We are an award winning partnership dedicated to providing a comprehensive wealth management service.

Ø We can move with agility but our approach is patient, thoughtful and precise.

Ø Our partnership structure enables us to focus on the long term interests of our clients.

Ø Our core values are integrity, honesty and commitment. They underpin all our dealings with clients and key stakeholders.

Ø We have a commitment to outperform your expectations.

SORBUS PARTNERS is the first multi-family office in the UK to be located and headquartered outside London. Being close to our clients geographically as well as in terms of their values and aspirations is a vital consideration.

In contrast to institutional investors, families often have decentralised and complex decision making processes and multi-generational long-term horizons. We have shaped our partnership and our services with these considerations at the forefront.

Our approach is to work in partnership with families and their key advisers on long-term strategic planning to overcome these difficulties. Our purpose is to give our clients trust and confidence in the stewardship of their wealth.