Lead Wealth Team Manager: Grow HNW Portfolios

CFA Institute; City of Edinburgh; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading digital wealth manager in Edinburgh seeks an experienced Wealth Manager to drive client acquisition and relationship management. This role involves mentoring a team and achieving business growth through strategic insights and stellar client support. Ideal candidates have extensive wealth management experience, strong leadership skills, and a commitment to professional growth. Competitive salary and benefits offered.

Benefits

Opportunity for leadership

Supportive work environment

Professional growth opportunities

Competitive salary and benefits

Qualifications

• Extensive experience in wealth management and client acquisition.
• Proven track record in relationship management and sales growth.
• Commitment to ongoing professional development.

Responsibilities

• Identify and pursue new business opportunities for high-net-worth clients.
• Deliver on monthly AUM targets by advising clients on the service.
• Lead and mentor wealth consultants to achieve targets.

Skills

Wealth management experience

Leadership skills

Communication skills

Knowledge of UK investments

Business development acumen

Education

QCF Level 4 in financial planning

RDR Compliant Level 6 Qualifications (CISI, CFA)

Job description

A leading digital wealth manager in Edinburgh seeks an experienced Wealth Manager to drive client acquisition and relationship management. This role involves mentoring a team and achieving business growth through strategic insights and stellar client support. Ideal candidates have extensive wealth management experience, strong leadership skills, and a commitment to professional growth. Competitive salary and benefits offered.