Wealth Management Director

3 weeks ago


Scotland, United Kingdom Heat Recruitment Full time
Wealth Director Opportunity

We are seeking a qualified Wealth Director to join our expanding national wealth management firm in the Highlands. As a Wealth Director, you will be responsible for managing and growing relationships with existing and new clients, providing bespoke investment advice, and generating new business opportunities.

Key Responsibilities:
  • Develop and maintain in-depth knowledge of clients' personal circumstances, risk profiles, and investment objectives.
  • Provide high-quality investment advice to private individuals, charities, and professional intermediaries.
  • Manage and grow relationships with existing and new clients to achieve business growth targets.
  • Identify and acquire new business opportunities through business development and networking.
  • Collaborate with internal teams to develop and implement effective business strategies.
Requirements:
  • Qualified to CISI Level 6 (PCIAM) or higher.
  • Proven experience in providing quality investment advice to HNW/UHNW individuals.
  • Strong business development and networking skills.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet business growth targets.

For more information, please contact Chris at Heat Recruitment.



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