Highland Wealth Advisor Position
3 weeks ago
We are seeking an experienced Wealth Management Executive to join our team in the Highlands. This is a fantastic opportunity for a qualified professional with a proven track record of providing quality investment advice to high net worth individuals.
The successful candidate will be responsible for managing and growing relationships with existing and new clients, developing an in-depth understanding of their personal circumstances, risk profile, and investment objectives, and using this knowledge to provide bespoke investment advice.
A well-established national wealth management firm require an additional Wealth Management Executive in the Highlands. The ideal candidate will have a solid and successful background in private client investment advice, charities, and professional intermediaries.
Key Responsibilities:
- Manage and grow relationships with existing and new clients
- Develop in-depth understanding of clients' personal circumstances, risk profile, and investment objectives
- Provide bespoke investment advice to clients
- Identify and acquire new business opportunities
Requirements:
- CISI Level 6 (PCIAM) qualification or higher
- Proven experience in private client investment advice
- Strong business development skills
- Excellent communication and interpersonal skills
Salary: £50,000 - £100,000 plus bonus and full package.
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