Private Wealth Manager

Shepherd and Wedderburn LLP is seeking a highly motivated Private Wealth Administrator to join their Private Wealth and Tax team. This is an exciting opportunity for someone looking to develop their skills in administration and client service.About the Role:This role requires a highly organized individual who can provide administrative support to the team,...

This senior private wealth lawyer position with QED Legal presents an exceptional opportunity to join a leading law firm in Scotland and make a real impact on the lives of their clients.You will be handling a wide range of private client matters, from estate planning and trusts to executries and wealth management. Your expertise will be valued by clients who...

Beaumont Associates Ltd invites applications from experienced Private Wealth Directors who wish to take on a senior leadership role within our Private Client team in Edinburgh/Glasgow.As a key member of our team, you will be responsible for driving business growth, leading by example, and maintaining our firm's high standards of professionalism and...

Job Description:Heat Recruitment is seeking an experienced Private Wealth Leader to join our client's team in the Highlands. This is a unique opportunity for a skilled professional to take on a leadership role and drive the growth and success of the firm.The successful candidate will have a strong background in private client investment advice, ideally...

With at least 5 years of PQE and a strong background in private client work, this is an exceptional opportunity for a talented associate solicitor to join QED Legal's Glasgow team.Job OverviewThe ideal candidate will be responsible for handling the full spectrum of private client matters, including estate planning, trusts, executries, and wealth management....

Job Description: Senior Wealth Management SpecialistSalary Range: $120,000 - $180,000 per yearWe are looking for a talented Senior Wealth Management Specialist to join our team at IDEX Consulting Ltd. As a key member of our wealth management team, you will be responsible for building relationships with both new and existing private clients, and providing...

An Executive Assistant is required to support the Private Wealth and Tax team at Shepherd and Wedderburn LLP. The successful candidate will be responsible for providing high-quality administrative support, maintaining accurate records, and processing payments on behalf of fee earners. They will also assist with compliance tasks, such as Anti-Money Laundering...

We are seeking a Senior Wealth Manager to join our team at Heat Recruitment.This is an exciting opportunity to work with a highly regarded national Wealth Management firm that is expanding its presence in Central Scotland.The ideal candidate will have a proven track record of producing quality Assets Under Management (AUM) and covering all aspects of High...

Job DetailsWe are seeking a highly motivated and detail-oriented Wealth Management Operations Assistant to join our team at Evelyn Partners Fund Solutions Limited in Glasgow. As a key member of our operations team, you will be responsible for ensuring the smooth operation of our wealth management activities.About the RoleThis is an exciting opportunity to...

Key ResponsibilitiesTo manage clients' investments, including providing investment advice and recommendations.To represent the company to clients, potential clients, and introducers of clients.To develop own professional expertise through on-the-job training, formal training, and professional qualifications.To maintain compliance with regulatory requirements...

Becoming a Wealth DirectorAre you a motivated and ambitious individual looking to develop your career in wealth management?We are seeking a qualified Wealth Director to join our team, with a strong background in providing private client investment advice.As part of our expanding national wealth management firm, you will have the opportunity to work with a...

About Our OpportunityJoin our Private Wealth and Tax team as an Administration Assistant and gain a valuable apprenticeship experience.Main ResponsibilitiesWork towards a Business Administration Diploma (SCQF 6).Develop knowledge of Microsoft packages (Word, Excel, and Outlook).Support the team with administrative tasks.Candidate ProfileAble to work...

We are seeking an experienced Wealth Management Professional to join our team at Eden Scott.Job Overview:We are a growing and highly reputable independent stable wealth management practice, looking for someone who fits within our company culture.The ideal candidate will have a strong background in wealth management, excellent communication skills, and be...

Wealth Manager Position - GlasgowArtemis Recruitment Consultants Ltd is hiring a Wealth Manager to join our team in Glasgow. As a key member of our team, you will be responsible for providing expert wealth management advice to clients.The ideal candidate will have a strong background in financial planning and a minimum of 2 years' experience in a similar...

Job OverviewA leading Wealth Management firm is expanding its presence in Central Scotland, seeking an experienced Investment Director to drive growth and development.Key ResponsibilitiesProduce high-quality Assets Under Management (AUM) by building on existing connections and collaborating with colleagues.Develop and maintain long-lasting, profitable...

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...

About the RoleWe are seeking an experienced Wealth Manager to join our team in Glasgow.The successful candidate will be responsible for managing a portfolio of High Net Worth (HNW) clients, providing expert financial planning advice and delivering tailored solutions to meet their needs.

We are seeking an experienced Investment Director to join our team in the Highlands. This is a fantastic opportunity for a qualified professional with a proven track record of providing quality investment advice to high net worth individuals.The successful candidate will be responsible for managing and growing relationships with existing and new clients,...

IDEX Consulting Ltd is seeking an experienced Private Client Manager to join our team. As a key member of our wealth management team, you will be responsible for managing client relationships and developing tailored investment strategies to meet their financial objectives.About the RoleIn this role, you will work closely with clients to understand their...

Wealth DirectorLocation: Inverness & AberdeenWe are seeking a qualified and experienced Investment/Wealth Director to join our team. The successful candidate will have proven experience in providing quality investment advice to High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals.The ideal candidate will be responsible for managing and growing...