Strategic Investment Leader

1 week ago


Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time

Job Description

We are seeking a highly skilled Strategic Investment Leader to join our team at Heat Recruitment. As a key member of our Wealth Management division, you will be responsible for driving growth and delivering exceptional results for our clients.

Key Responsibilities:

  • Develop and implement investment strategies that meet the needs of our high net worth clients.
  • Build and maintain strong relationships with clients, colleagues, and other stakeholders.
  • Stay up-to-date with market trends and regulatory requirements to ensure our clients receive the best possible service.

Requirements:

  • Proven experience as a discretionary Investment Manager with a strong track record of success.
  • Excellent private client connections and a moderate existing book of UK business.
  • Qualification to Level 6 via the CISI as a minimum.

About Us:

Heat Recruitment is a leading national Wealth Management firm with a strong presence across Central Scotland. We are committed to delivering exceptional results for our clients and providing a supportive and collaborative work environment for our team members.



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