Wealth Management Lead

2 weeks ago


Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time

We are looking for an experienced Wealth Management Lead to join our team at Heat Recruitment.

Job Description:

The successful candidate will have a strong background in discretionary Investment Management, with a focus on high net worth individuals and ultra-high net worth individuals.

About the Role:
  • The role involves leading a team to build and maintain relationships with HNW clients, promoting quality AUM and identifying new opportunities.
  • Candidates should have excellent private client connections and be able to work closely with colleagues to achieve business objectives.
  • A moderate existing book of UK business is essential, with a proven ability to generate new business through personal connections and relationships.

Key Responsibilities:

  1. Leading a team to promote quality AUM
  2. Maintaining long-term relationships with clients
  3. Identifying new business opportunities through personal connections

Requirements:

  • A Level 6 qualification via CISI or equivalent
  • Proven experience in UK investment business
  • Strong network of private client connections

Estimated Salary: £95,000 - £115,000 plus bonus



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