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Wealth Management Director

2 months ago

Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time
Job Title: Wealth Management Director

We are seeking a highly experienced Wealth Management Director to join our team at Heat Recruitment. As a key member of our team, you will be responsible for managing and growing relationships with our existing and new clients.

Key Responsibilities:

  • Develop in-depth understanding of clients' personal circumstances, risk profile, and investment objectives.
  • Provide bespoke investment advice to private individuals, charities, and professional intermediaries.
  • Manage and grow relationships with existing and new clients.
  • Generate new business through business development and internal referrals.

Requirements:

  • Certified Investment and Securities Institute (CISI) Level 6 (PCIAM) qualification or higher.
  • Proven experience in providing quality investment advice to HNW/UHNW individuals.
  • Strong business development skills and ability to identify and acquire new clients.

About the Role:

This is a fantastic opportunity for a qualified Wealth/Investment Director to join a well-established and expanding national wealth management firm. The firm is renowned for its experience within the HNW/UHNW market and is looking for a qualified and experienced individual with a solid and successful background providing private client investment advice.

What We Offer:

A competitive salary, bonus, and full package. The opportunity to work with a reputable and expanding national wealth management firm. A chance to develop your skills and experience in a dynamic and growing industry.