Wealth Management Director

1 month ago


Scotland, United Kingdom Heat Recruitment Full time
Wealth Director Opportunity

We are seeking a qualified Wealth Director to join our expanding national wealth management firm in the Highlands. As a Wealth Director, you will be responsible for managing and growing relationships with existing and new clients, providing bespoke investment advice, and developing new business opportunities.

Key Responsibilities:
  • Manage and grow relationships with existing and new clients
  • Provide bespoke investment advice to private individuals, charities, and professional intermediaries
  • Develop an in-depth understanding of clients' personal circumstances, risk profile, and investment objectives
  • Generate new business opportunities through business development and internal referrals
  • Meet the firm's regulatory requirements, including holding a minimum of CISI Level 6 (PCIAM) qualification
Requirements:
  • Qualified to CISI Level 6 (PCIAM) or higher
  • Proven experience in providing quality investment advice to HNW/UHNW individuals
  • Strong business development and relationship management skills
  • Ability to work in a fast-paced environment and meet deadlines

If you are a motivated and experienced Wealth Director looking for a new challenge, please contact us for an initial discussion.


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