Wealth Management Expert

1 day ago


Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time
Job Description

We are seeking a highly skilled Wealth Management Expert to join our team at Heat Recruitment. This is an exciting opportunity for a qualified individual with experience in providing quality investment advice to high net worth individuals.

The successful candidate will have a proven track record of managing relationships with existing and new clients, developing an in-depth understanding of their personal circumstances, risk profile, and investment objectives. You will use this knowledge to provide bespoke investment advice, ensuring the best possible outcomes for our clients.

This role involves generating new business through your business development skills, identifying and acquiring new clients. Additionally, you will receive internal referrals to assist in developing your existing client base.

To be considered for this position, you must hold a minimum of CISI Level 6 (PCIAM) qualification. Your ability to work independently, think critically, and communicate effectively will be essential in driving success.

Salary: £60,000 - £100,000 plus bonus and full package.



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