High Net Worth Portfolio Manager
2 days ago
Heat Recruitment is seeking a High Net Worth Portfolio Manager to join its team in Central Scotland.
This is an excellent opportunity to work with a highly regarded national Wealth Management firm that is expanding its presence in the region.
The successful candidate will be responsible for managing a portfolio of High Net Worth (HNW) clients, producing quality Assets Under Management (AUM), and covering all aspects of HNW client investment needs.
Salary:
£80,000 - £110,000 plus an attractive bonus package.
Key Requirements:
- Proven experience dealing with UK investment business on behalf of UHNW/HNW clients.
- Strong private client connections and existing book of UK business.
- Level 6 qualification via the CISI.
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