Senior Wealth Management Advisor

3 weeks ago


Edinburgh, Edinburgh, United Kingdom IDEX Consulting Ltd Full time

IDEX Consulting Ltd - Senior Wealth Management Advisor

A distinguished investment management firm is in search of a Senior Wealth Management Advisor to engage with their ultra-high-net-worth clientele. This position presents a remarkable chance to collaborate with affluent individuals, offering insights into a wide array of investment opportunities across both public and private markets. Join a firm that is on a trajectory of substantial growth within a dynamic sector.

  • Foster and enhance relationships with high-net-worth clients
  • Comprehend clients' financial aspirations, objectives, and market challenges
  • Inform clients about market trends, forecasts, and regulatory developments
  • Work in tandem with internal teams to ensure client satisfaction
  • Seeking an individual with exceptional technical skills, ambition, and enthusiasm

This is a fulfilling opportunity with a company that prioritizes talent and offers a competitive remuneration package.



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