HNW Client Manager

Job SummaryWe are seeking a highly skilled and experienced Investment Director to join our team in Central Scotland. As an Investment Director, you will be responsible for developing and executing investment strategies that meet the needs of our High Net Worth (HNW) clients.The ideal candidate will have a strong background in discretionary investment...

Key Responsibilities:The role of a Financial Planner involves managing an existing client base while actively seeking opportunities to expand it through business development initiatives and networking. You will ensure client satisfaction by providing ongoing advice, maintaining client suitability, and adhering to regulatory standards.You will be responsible...

Executive Search OpportunityA prominent Wealth Management firm is searching for a seasoned Investment Director to spearhead its expansion in Central Scotland.Key AccountabilitiesDrive the growth of Assets Under Management (AUM).Foster strong relationships with HNW clients.Leverage expertise to identify and pursue new business opportunities.Required...

Required Skills and Qualifications5+ years of experience in financial planningEn route to Chartered statusA proven track record of advising HNW clientsStrong business development skillsBenefitsThis role includes:Competitive salary from £75,000 - £85,000Attractive bonus structureExcellent benefits package – Enhanced Pension, PMI, ProtectionFull...

Job Summary:We are looking for an experienced HNW Investment Leader to join our team in Glasgow & Edinburgh. As a key member of our team, you will be responsible for driving the growth of our HNW client base through strategic relationship-building and asset acquisition.Key Responsibilities:Build and maintain a substantial portfolio of UK-based HNW clients,...

Glasgow-based MBF is seeking an exceptional HNW Financial Advisor to lead our wealth management team.The salary range for this role is £60,000 - £100,000 per year, plus bonus and benefits. We pride ourselves on offering a generous compensation package, including a first-class pension scheme, discretionary annual bonus, and career development...

Key ResponsibilitiesManage and develop relationships with a portfolio of HNW clients.Engage in business development to attract new clients.Deliver comprehensive financial planning solutions, particularly in complex and higher-risk areas.Provide guidance to paraplanning and administration teams.

Job OverviewHeat Recruitment is seeking a skilled HNW Discretionary Wealth Manager to join their team in Central Scotland. As an Investment Director, you will play a key role in growing the company's presence across the region and driving revenue growth.Your primary responsibilities will include managing client relationships, producing quality AUM, and...

Are you a results-driven Investment Director looking for a new challenge? Do you have a passion for delivering exceptional client service and driving business growth? If so, we would like to hear from you!This is an exciting opportunity to join a highly regarded national Wealth Management firm as an Investment Director. You will be responsible for producing...

Job DescriptionThis is an exciting opportunity for a highly skilled Senior Investment Manager to expand Heat Recruitment's presence in Central Scotland.Main Responsibilities:Promote the company's growth by delivering comprehensive investment solutions and producing quality Assets Under Management (AUM) for High Net Worth (HNW) clients.Foster long-lasting...

Heat Recruitment is seeking an experienced Financial Portfolio Manager to lead their investment efforts in Central Scotland. This exciting opportunity will see you working closely with a highly regarded national Wealth Management firm, focusing on producing quality AUM and building long-lasting relationships with HNW clients.The ideal candidate will have a...

Heat Recruitment is seeking a High Net Worth Portfolio Manager to join its team in Central Scotland.This is an excellent opportunity to work with a highly regarded national Wealth Management firm that is expanding its presence in the region.The successful candidate will be responsible for managing a portfolio of High Net Worth (HNW) clients, producing...

We are currently looking for an experienced Investment Strategist to join our team at Heat Recruitment.The ideal candidate will have a strong understanding of the UK investment market and the ability to build and maintain long lasting and profitable relationships with HNW clients.The successful candidate will also have a proven ability to produce quality AUM...

Job OverviewA leading national Wealth Management firm is seeking a highly skilled Investment Director to join their team in Central Scotland. As an Investment Director, you will be responsible for growing your existing client base and developing new relationships to increase Assets Under Management (AUM). You will work closely with colleagues across the...

A highly regarded national Wealth Management firm is looking to expand its presence in Central Scotland by recruiting an additional Investment Manager.As a key member of our team, you will be responsible for producing quality Assets Under Management (AUM) and covering all aspects of your HNW client's investment needs.You will have considerable experience...

Job OverviewA leading Wealth Management firm is expanding its presence in Central Scotland, seeking an experienced Investment Director to drive growth and development.Key ResponsibilitiesProduce high-quality Assets Under Management (AUM) by building on existing connections and collaborating with colleagues.Develop and maintain long-lasting, profitable...

We are seeking a Senior Wealth Manager to join our team at Heat Recruitment.This is an exciting opportunity to work with a highly regarded national Wealth Management firm that is expanding its presence in Central Scotland.The ideal candidate will have a proven track record of producing quality Assets Under Management (AUM) and covering all aspects of High...

Heat Recruitment is seeking an experienced Portfolio Manager to join their team in Central Scotland.The ideal candidate will have a proven background as a discretionary Investment Manager, with considerable experience dealing with UK investment business on behalf of UHNW/HNW clients.A moderate existing book of UK business is essential, and the ability to...

Job DescriptionThis role is a fantastic opportunity to join a highly regarded national Wealth Management firm as they expand their presence across Central Scotland. As an Investment Director, you will be responsible for building on your existing connections and growing your own book of UK business, covering all aspects of your High Net Worth (HNW) clients'...

Job Description:We are seeking a highly skilled Wealth Management Executive to join our team in Glasgow & Edinburgh.Responsibilities:Cultivate quality assets under management and cater to the diverse investment requirements of HNW clients through building existing and new connections and working closely with colleagues.Establish and maintain long-lasting,...