Investment Solutions Specialist
2 days ago
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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