Investment Solutions Specialist

2 days ago


Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time
Investment Solutions Specialist Role

We are looking for an experienced Investment Solutions Specialist to join our team in Central Scotland and help us grow our presence in the region.

Key Accountabilities:
  • Design and deliver customized investment solutions for HNW clients, resulting in quality Assets Under Management (AUM).
  • Nurture long-term relationships with clients, identifying new business opportunities and driving revenue growth.

The ideal candidate will have a strong background as a discretionary Investment Manager, ideally at Level 6 via the Chartered Institute for Securities & Investment (CISI), with significant experience in UK investment business serving UHNW/HNW clients.

The salary for this role is £55,000 - £110,000 per annum, plus an excellent bonus package.



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