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Wealth Management Consultant
2 months ago
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.
