Investment Advisory Leader

3 days ago


Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time
Fund Manager Job Opportunity

We are seeking an experienced Fund Manager to join our team in the Highlands, who can provide strategic investment advice to high net worth individuals and families.

The successful candidate will have a proven track record of success in managing client relationships, identifying their needs, and providing tailored investment solutions.

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

Responsibilities:

  • Provide strategic investment advice to high net worth individuals and families.
  • Manage and grow relationships with existing and new clients.
  • Identify clients' needs and provide tailored investment solutions.
  • Generate new business through effective business development and relationship-building.

Requirements:

  • CISI Level 6 (PCIAM) qualification as a minimum.
  • Proven experience in managing client relationships and 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.

Estimated Salary: £90,000 - £130,000 plus bonus and full package.



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