Financial Services Director

1 day ago


Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time
Job Description

We are seeking a highly experienced Wealth/Investment Director to join our expanding national wealth management firm in the Highlands. The successful candidate will be responsible for managing and growing relationships with existing and new clients, providing bespoke investment advice based on an in-depth understanding of their personal circumstances, risk profile, and investment objectives.

The ideal candidate will have a solid background providing private client investment advice to private individuals, charities, and professional intermediaries, with a proven track record of success in generating new business and developing strong relationships with clients.

This is a fantastic opportunity for a qualified Wealth/Investment Director to take on a challenging role within a well-established and respected firm in the HNW/UHNW market.

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 based on clients' needs.
  • Generate new business through effective business development and relationship-building.

Requirements:

  • CISI Level 6 (PCIAM) qualification as a minimum.
  • Proven experience in providing private client investment advice to high net worth individuals.
  • Strong business development skills and ability to generate new business.
  • Excellent communication and interpersonal skills.

Salary: £60,000 - £100,000 plus bonus and full package.



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