Wealth Manager

Heat Recruitment; Perth; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading national wealth management firm in Central Scotland is seeking a qualified Wealth Director to drive business growth. The ideal candidate will have a strong background in providing bespoke investment advice to high-net-worth clients. This role requires a proactive approach to client management and business development, ensuring tailored investment strategies align with clients' goals.

Qualifications

• Proven experience providing quality investment advice to HNW/UHNW individuals.
• Management and growth of relationships with clients.

Responsibilities

• Responsible for generating new business and acquiring new clients.
• Developing an understanding of clients' personal circumstances and investment objectives.

Skills

Investment Advice

Business Development

Education

CISI Level 6 (PCIAM)

Job description

Wealth Director

Central Scotland

Basic to £100,000 plus bonus and full package

This is a fantastic opportunity for a qualified Wealth/Investment Manager with proven experience of providing quality investment advice to HNW/UHNW individuals.

Company

A well established and growing national wealth management firm require an additional Wealth Manager to develop business across Central Scotland. The firm, who are renowned for their experience within the HNW/UHNW market, are looking for a qualified and experienced individual with a solid and successful background providing private client investment advice to individuals, charities and professional intermediaries.

Role

You’ll be responsible for the generation of new business, utilising your business development mindset to identify and acquire new clients. There will also be some internal referrals to assist you develop the existing book.

Candidate

You will be responsible for the management and growth of relationships with the firm’s existing and new clients, developing an in-depth understanding of their personal circumstances, risk profile and investment objectives, and will use this knowledge to provide bespoke investment advice. As this is a regulated position YOU MUST BE QUALIFIED TO CISI LEVEL 6 (PCIAM) AS AN ABSOLUTE MINIMUM.

For an initial discussion please contact Chris on 07784 945190, email [e-mail] or apply direct to this posting.