Highly Experienced Investment Director
1 day ago
Company Overview
">- Wealth management firm operating across the UK.
The firm is renowned for their experience within the HNW/UHNW market, providing quality investment advice to private individuals and professional intermediaries.
">Salary and Benefits
A highly competitive salary of £60,000-£100,000 plus bonus and full package is on offer.
">Job Description
The role will involve managing and growing relationships with existing and new clients. Developing an in-depth understanding of each client's personal circumstances, risk profile, and investment objectives is essential.
">- You will use this knowledge to provide bespoke investment advice tailored to each client's needs.
As a regulated position, you must be qualified to CISI Level 6 (PCIAM) as an absolute minimum.
">Required Skills and Qualifications
You will need to have a solid and successful background in providing private client investment advice to private individuals, charities, and professional intermediaries.
">- Developing business development skills to identify and acquire new clients is crucial.
An ability to work independently and as part of a team is essential.
">Location
This opportunity is based in the Highlands, offering a unique chance to work in a beautiful location while still being part of a national wealth management firm.
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