Wealth Manager

JR United Kingdom; Perth; On-site; GBP 80,000 - 100,000; Full time

Job summary

An established national wealth management firm is seeking a qualified Wealth/Investment Manager to join their dynamic team in Central Scotland. This role offers the chance to leverage your expertise in providing tailored investment advice to high-net-worth individuals and charities. With a focus on business development, you will identify and acquire new clients while nurturing existing relationships. The firm is known for its commitment to excellence in the HNW/UHNW market, making this an exciting opportunity for a driven professional looking to make a significant impact in the wealth management sector.

Qualifications

• Proven experience in providing quality investment advice to HNW/UHNW individuals.
• Qualified to CISI Level 6 (PCIAM) as an absolute minimum.

Responsibilities

• Generate new business and acquire new clients.
• Manage and grow relationships with existing and new clients.

Skills

Wealth Management

Investment Advice

Business Development

Client Relationship Management

Education

CISI Level 6 (PCIAM)

Job description

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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 requires an additional Wealth Manager to develop business across Central Scotland. The firm, renowned for their expertise within the HNW/UHNW market, seeks a qualified and experienced individual with a successful background in providing private client investment advice to individuals, charities, and professional intermediaries.

Role

You will be responsible for generating new business, utilizing your business development skills to identify and acquire new clients. There will also be opportunities for internal referrals to help you develop the existing client book.

Candidate

You will manage and grow relationships with the firm’s existing and new clients, developing an in-depth understanding of their personal circumstances, risk profiles, and investment objectives, and using 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.

Application

For an initial discussion, please contact Chris at 07784 945190, email [emailprotected], or apply directly to this posting.