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Wealth Management Expert

2 months ago

Scotland, United Kingdom Heat Recruitment Full time
Job Description

Job Title: Wealth Management Consultant

Company: Heat Recruitment

Job Type: Full-time

Location: Remote (with occasional travel)

Job Summary:

We are seeking an experienced Wealth Management Consultant to join our team. As a Wealth Management Consultant, you will be responsible for providing high-quality investment advice to high net worth individuals and families.

Key Responsibilities:

  • Develop and maintain relationships with existing and new clients
  • Conduct in-depth analysis of clients' financial situations, risk profiles, and investment objectives
  • Provide bespoke investment advice and solutions to clients
  • Work closely with other professionals to ensure comprehensive service delivery
  • Stay up-to-date with market trends and regulatory changes

Requirements:

  • Proven experience in wealth management or a related field
  • Strong knowledge of investment products and services
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills

What We Offer:

  • Competitive salary and bonus structure
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance