Senior Wealth Management Professional

1 week ago


Edinburgh, Edinburgh, United Kingdom Eden Scott Full time
Job Overview

We are seeking a highly skilled and experienced professional to join our team at Eden Scott as an Independent Financial Advisor.

As a key member of our wealth management practice, you will be responsible for building and maintaining strong relationships with high net worth private clients across all areas of their wealth.

Your primary focus will be on relationship management, securing and preserving the contacts you have and their account, while also acting as an ambassador for our exceptionally high profile company.

You will have the support of a dedicated paraplanner and administrator, allowing you to focus on providing first-class service and utilizing your market knowledge to assist clients.

In return, you will be rewarded with a highly competitive basic, pension, and commission package.

Key Responsibilities

\u2022 Build and maintain strong relationships with high net worth private clients
\u2022 Secure and preserve client accounts
\u2022 Act as an ambassador for the company
\u2022 Provide first-class service to clients
\u2022 Utilize market knowledge to assist clients

Requirements

\u2022 Proven experience in wealth management or a related field
\u2022 Strong relationship-building skills
\u2022 Excellent communication and interpersonal skills
\u2022 Ability to work independently and as part of a team
\u2022 Strong market knowledge and understanding of financial products

If you are a motivated and experienced professional looking for a new challenge, please submit your details to discuss this opportunity further.

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