Private Client Relationship Manager

JOB VACANCY About the Role  We are seeking an experienced and technically strong Private Client Solicitor (5+ years PQE) to join our established and growing private client team.  Due to an increase in workload and a maternity leave you will take on an existing case load and further develop the PC offering. This role is unique because you will focus on advising High Net Worth (HNW) individuals, including business owners and farming clients, on complex estate and succession planning matters. You will work closely with a sophisticated client base, providing tailored, strategic advice on the preservation and transfer of wealth, often involving multi-generational planning and business or agricultural assets. You will need to have good interpersonal skills, be commercially minded and be able to retain and build professional contact relationships. If you are a motivated and technically skilled private client solicitor looking to work with a high value client base on complex and rewarding matters, we would be pleased to hear from you. Key Responsibilities * Advising HNW individuals (typically with estates exceeding £3 million) on estate planning, succession, and wealth structuring  * Drafting complex Wills, including those involving business property, agricultural assets, and sometimes cross-border considerations  * Confident with trust structures, including discretionary, life interest, and bespoke arrangements  * Providing inheritance tax (IHT) and capital gains tax (CGT) planning advice  * Working with corporate and accountants to help assist business owners on succession planning. Therefore having basic knowledge of commercial structures.  * Being able to recognise effective estate planning techniques such as alternatives to Trust structures and being aware of Family Investment Companies.  * Acting for farming clients, including advice on Agricultural Property Relief (APR) and Business Property Relief (BPR)  * Drafting and advising on Lasting Powers of Attorney including business LPAs * Managing caseload independently while collaborating with colleagues throughout the firm on complex matters  * Building and maintaining strong client relationships, with a focus on long-term advisory work for the family.  * Retaining and continue to build strong trustworthy reliable relationships with other professionals such as Accountants, Financial Advisors, Surveyors and Wealth Managers.  * Provide a slick, quality service for clients and likeminded professionals.  * Active with networking and marketing for yourself and the firm.  Candidate Requirements * Qualified Solicitor or Chartered Legal Executive with a minimum of 5 years’ PQE in private client work  * Strong experience advising HNW individuals on estate and tax planning  * Demonstrable expertise in drafting complex Wills and trust documentation  * Solid understanding of IHT, CGT, APR, and BPR  * Experience working with business owners and agricultural clients is highly desirable  * Excellent technical drafting skills and attention to detail is a must. * Strong interpersonal and client relationship management skills  * Ability and drive to continue to build the HNW division  * Ability to handle sensitive matters with discretion and professionalism  * Must possess the ability to communicate effectively with individuals at all levels * Must be able to communicate key information in a manner which is easily understood * Self-motivated, organised with the ability to prioritise and manage own workload. * Ability to work effectively and efficiently under pressure. * Proactive and commercially minded. * Team player  What We Offer * Competitive salary and bonus scheme  * High-quality HNW client base  * Supportive and collaborative team environment  * Ongoing professional development and support for further qualifications   * A supportive, relaxed and flexible work environment in an experienced and growing team. * 28 days holiday per year, plus bank holidays * Medicash cash back schemes  * Life Insurance * EAP and various other physical and mental wellbeing support services including virtual GP access 24/7 * Family friendly policies such as enhanced maternity and paternity pay plus, family events leave * Company sick pay * Cycle scheme

Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for an innovative approach to investing in secondaries, co-investments, and primary fund investments, as well as capital formation across commingled funds, evergreen vehicles and customized solutions. Our specialist investment capabilities span multiple strategies across private equity, infrastructure and real assets, and private credit. Through our collaborative and committed culture, we find new ways to solve complex problems together and deliver innovative investment opportunities across private markets. Pantheon currently manages approximately $82.3 billion in AUM across all its strategies, serving more than 750 institutional and 638 private wealth clients worldwide For further details please visit www.pantheon.com Purpose of Position The individual will play a key role in servicing Tier 1 and Tier 2 institutional clients, including close collaboration with Pantheon’s regional joint venture (JV) partner, while supporting Relationship Managers (“RMs”) in prospecting activities across the DACH region. The role is responsible for delivering a high-quality investor experience through effective client servicing, proactive communication, and strong execution across both existing client relationships and prospective investor activity. The individual will support the development and execution of client engagement plans for allocated relationships and should be able to proactively manage day-to-day servicing activities, working both independently and in close collaboration with senior team members and RMs. The role requires a strong understanding of Pantheon’s private markets platform, products, and investment strategies, alongside the ability to contribute ideas and support initiatives that strengthen Pantheon’s presence across the DACH client base. The position also plays an important role in enhancing internal and external processes to improve the efficiency and effectiveness of client servicing activities. In addition to close collaboration with the immediate team, the individual will work extensively with teams across the business and should demonstrate the ability to build strong internal relationships to support successful client outcomes. An Associate within the Client Solutions team should be results-driven and combine strong analytical and interpersonal skills with a commitment to delivering an outstanding investor experience. The individual is expected to contribute positively to the wider team environment through collaboration, knowledge sharing, and support for junior team members where appropriate.  Key Responsibilities * Support the servicing and ongoing development of relationships with a portfolio of Tier 1 and Tier 2 institutional clients and strategic regional JV partners across the DACH region, contributing to a high-quality investor experience in close collaboration with regional RMs and senior team members. * Support RMs in client coverage and business development activities across the DACH institutional market, contributing ideas and insights to support relationship development and prospecting initiatives. * Manage ad-hoc client requests and assist in the preparation and coordination of high-quality client and fundraising materials, including presentations, due diligence responses, portfolio updates, cash flow analyses, and performance data. * Produce high-quality materials for external consumption by taking a leading role in the collation and analysis of information produced by internal teams, delivering clear and effective written and verbal communication while seeking guidance from senior stakeholders where appropriate on more complex deliverables. * Support investor onboarding and closing processes, including due diligence activities and KYC/AML requirements. * Work closely with RMs and the RFP team on client proposals and support RFP and DDQ processes, ensuring timely and accurate delivery of materials to prospective and existing investors. * Maintain detailed records of investor activity and pipeline developments to support client relationship management and prospecting initiatives. * Build effective working relationships across investment, product specialist, legal, compliance, and operations teams to support coordinated client outcomes. * Manage competing priorities across existing client relationships and prospective investor activity in a fast-paced environment. * Contribute to process improvement initiatives across the Client Solutions function to enhance efficiency, consistency, and investor experience. * Contribute positively to the development of junior team members through collaboration, knowledge sharing, and support within the team. * Ensure compliance with applicable regulatory requirements, internal Pantheon policies (including reporting compliance risks and maintaining appropriate standards of conduct), and professional standards. Knowledge & Experience Required Experience & Background * Relevant experience within private markets, institutional investor relations, fundraising, client solutions, asset management, or financial services * Good understanding of institutional investors and private markets products * Experience supporting institutional clients or client servicing activities, ideally within the DACH market * Fluency in German and English is essential * Advanced proficiency in PowerPoint, Excel, Word, Outlook and Teams Skills & Attributes * High level of initiative, proactive and client-focused approach * Strong interpersonal and relationship-building skills * Excellent written and verbal communication skills, with the ability to adapt messaging for different audiences * Highly organised with the ability to manage competing priorities in a fast-paced environment * Strong analytical skills and attention to detail * Proactive, collaborative, and solutions-oriented mindset * Ability to work independently while collaborating effectively with senior stakeholders and broader team members * High ethical standards, professionalism and sound judgement Qualifications * Bachelor’s degree or equivalent * Professional qualifications such as IMC or CAIA are beneficial This job description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. You may be required to perform other job-related duties as reasonably requested by your manager. Pantheon is an Equal Opportunities employer, we are committed to building a diverse and inclusive workforce so if you're excited about this role but your past experience doesn't perfectly align we'd still encourage you to apply.