Wealth Management Director

3 weeks 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 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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