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Wealth Management Director

Wealth Management Director

Heat RecruitmentPerth, Scotland, United Kingdom
30+ days ago
Salary
£100,000.00 yearly
Job type
  • Full-time
Job description
  • Wealth Director
  • Perth & Stirling
  • Basic to £100,000 plus bonus and full package
  • This is a fantastic opportunity for a qualified Wealth / Investment Director with proven experience of providing quality investment advice to HNW / UHNW individuals.
  • A well established and expanding national wealth management firm require an additional Wealth Director in the Highlands.
  • 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 private individuals, charities and professional intermediaries.
  • You will be responsible for the management and growth of relationships with the firm’s existing and new clients.
  • You will develop an in-depth understanding of the clients 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.
  • 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 your existing book.

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