High Net Worth Advisor Position

14 hours ago


Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time
High Net Worth Investment Advisor Role

We are seeking an experienced High Net Worth Investment Advisor to provide expert investment advice to HNW and UHNW individuals, charities, and professional intermediaries.

Main Responsibilities:
  • Develop and maintain strong relationships with clients, delivering exceptional service and driving business growth.
  • Gain in-depth understanding of clients' financial situations, risk profiles, and investment goals to offer tailored advice.
  • Provide bespoke investment solutions, leveraging market knowledge and expertise to achieve optimal returns.

The ideal candidate will possess a strong background in providing private client investment advice, serving HNW/UHNW individuals, charities, and professional intermediaries.

Requirements:
  • Certified Investment & Securities Institute (CISI) Level 6 (PCIAM) qualification as a minimum.
  • Business development mindset to identify and acquire new clients, driving revenue growth and business expansion.

This is an exciting opportunity to join our expanding national wealth management firm, based in Perth & Stirling. The salary for this role is estimated at £80,000 - £120,000 per annum, plus bonus and comprehensive benefits package.



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