Wealth Director

1 day ago

Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time
Role Overview

We are seeking a Private Client Investment Advisor to join our team in the Highlands. The successful candidate will have proven experience of providing high-quality investment advice to HNW/UHNW individuals and be qualified to CISI Level 6 (PCIAM) as a minimum.

Responsibilities include managing and growing client relationships, developing an in-depth understanding of client needs, and providing tailored investment advice. The ideal candidate will have excellent communication skills, a strong understanding of the wealth management industry, and the ability to work effectively in a fast-paced environment.

Salary: £85,000-£100,000 plus bonus and full package.

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