Wealth Management Director
1 month ago
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
- 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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Wealth Director
1 month ago
Scotland, United Kingdom Heat Recruitment Full time £100,000Wealth Management Opportunity **Job Title:** Wealth Director **Job Summary:** Heat Recruitment is seeking a qualified Wealth Director to join a well-established and 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...
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Wealth Management Consultant
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Scotland, United Kingdom Heat Recruitment Full time €100,000Basic to £100,000 plus bonus and full package This is a fantastic opportunity for a qualified Wealth/Investment Director with proven experience of providing quality investment advice to HNW/UHNW individuals. A well established and expanding national wealth management firm require an additional Wealth Director in the Highlands. The firm, who are...
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Executive Assistant
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Business Development Director
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Environmental Management Director
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Print Management Account Director
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Account Director
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Senior Sales Director
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Sales Director
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Director of Property Asset Management
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Account Director
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Director of Food And Beverage
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Director of Operations
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Project Director
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Financial Sales
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Senior Financial Director
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