Wealth Management Director

2 months ago


Scotland, United Kingdom Heat Recruitment Full time
Job Description

Job Title: Wealth Management Director

Company: Heat Recruitment

Job Type: Full-time

Industry: Financial Services

Location: Remote (with occasional travel)

About the Role:

We are seeking an experienced Wealth Management Director to join our team at Heat Recruitment. As a key member of our financial services team, you will be responsible for managing and growing relationships with our clients, providing bespoke investment advice, and generating new business opportunities.

Key Responsibilities:

  • Manage and grow relationships with existing and new clients
  • Develop an in-depth understanding of clients' personal circumstances, risk profile, and investment objectives
  • Provide bespoke investment advice to private individuals, charities, and professional intermediaries
  • Generate new business opportunities through business development and networking
  • Collaborate with internal teams to develop and implement business strategies
  • Stay up-to-date with industry trends and regulatory requirements

Requirements:

  • Qualification to CISI Level 6 (PCIAM) or higher
  • Proven experience in wealth management or a related field
  • Strong business development and networking skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

What We Offer:

We offer a competitive salary, bonus structure, and full package. If you are a motivated and experienced Wealth Management Director looking for a new challenge, please submit your application.



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