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Wealth Management Specialist

2 months ago

Scotland, United Kingdom Heat Recruitment Full time £100,000

Job Title: Wealth Management Consultant

Job Type: Full-time

Company: Heat Recruitment

About the Role:

We are seeking a highly skilled and experienced Wealth Management Consultant to join our team. As a Wealth Management Consultant, you will be responsible for providing high-quality investment advice to HNW/UHNW individuals, charities, and professional intermediaries.

Key Responsibilities:

  • Manage and grow relationships with existing and new clients
  • Develop an in-depth understanding of clients' personal circumstances, risk profile, and investment objectives
  • Provide bespoke investment advice to clients
  • Work closely with the firm's existing and new clients to understand their needs and provide tailored solutions
  • Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice

Requirements:

  • Proven experience in wealth management or a related field
  • Strong understanding of investment products and services
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
  • Strong analytical and problem-solving skills

What We Offer:

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced Wealth Management Consultant looking for a new challenge, please apply today.