Highland Investment Director
4 weeks ago
Wealth Management Opportunity
">The role of Highland Investment Director is available at Heat Recruitment. This position involves managing and growing relationships with existing and new clients.
">- This is a fantastic opportunity for a qualified Wealth/Investment Director with proven experience in providing quality investment advice to HNW/UHNW individuals.
- You will develop an in-depth understanding of the clients' personal circumstances, risk profile, and investment objectives and provide bespoke investment advice accordingly.
- As this is a regulated position, you must be qualified to CISI Level 6 (PCIAM) as an absolute minimum.
- The salary for this position is around £60,000 to £100,000 plus bonus and full package.
- Responsibilities include the generation of new business and internal referrals to assist in developing your existing book.
- This is an excellent chance for experienced professionals to expand their expertise in private client investment advice.
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