HNW Investment Leader

3 weeks ago


Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time

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, delivering exceptional investment outcomes and strengthening our market position.
  • Collaborate with internal teams to develop tailored investment solutions that meet the evolving needs of our HNW clients.
  • Pursue new business opportunities and expand our existing network of contacts within the HNW sector.
  • Maintain a deep understanding of market trends and regulatory changes, ensuring we remain ahead of the competition.

Requirements:

  • At least level 6 qualification via the Chartered Institute for Securities & Investment (CISI).
  • Proven track record in discretionary investment management and extensive experience handling UK investment business for UHNW/HNW clients.
  • Excellent communication and relationship-building skills, with a focus on delivering exceptional client service.
  • Strong business development acumen, with a keen eye for identifying new opportunities and expanding our client base.

What We Offer:

A highly competitive salary range of £80,000 to £110,000 plus an exceptional bonus structure, reflecting your value to our organization.



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