Financial Services Leader

1 day ago


Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time
Job Overview:

We are seeking an experienced Wealth Management Director to join our team at Heat Recruitment. As a key member of our business, you will play a critical role in managing and growing relationships with existing and new clients. With a strong understanding of clients' personal circumstances, risk profile, and investment objectives, you will provide bespoke investment advice using your knowledge.

This is an excellent opportunity for someone looking to leverage their skills and experience in wealth management to drive business growth and success. Our ideal candidate will have a proven track record of delivering high-quality investment advice to High Net Worth (HNW)/Ultra High Net Worth (UHNW) individuals and possess a business development mindset for generating new business and acquiring new clients.

The successful candidate will also hold a Certified Investment & Securities Institute (CISI) Level 6 qualification (PCIAM). If you are a motivated and results-driven individual with a passion for wealth management, we encourage you to apply for this exciting opportunity.

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