Wealth Management Director
3 weeks ago
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 an 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:
- Qualified to CISI Level 6 (PCIAM) as a minimum.
- Proven experience in providing quality investment advice to HNW/UHNW individuals.
- Strong business development skills and ability to identify and acquire new clients.
About Us:
Heat Recruitment is a well-established and expanding national wealth management firm. We are renowned for our experience within the HNW/UHNW market and are looking for a qualified and experienced individual to join our team.
How to Apply:
Please contact Chris at Heat Recruitment for an initial discussion.
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