HNW Director Opportunity
2 days ago
We are seeking a highly experienced Wealth/Investment Director to join our team in the Highlands. The successful candidate will have a proven track record of providing quality investment advice to HNW/UHNW individuals and will be responsible for managing and growing relationships with existing and new clients.
About UsWe are an established and expanding national wealth management firm, renowned for our experience within the HNW/UHNW market. Our team is dedicated to providing exceptional investment advice and services to our clients.
Responsibilities- Manage and grow relationships with existing and new clients
- Develop an in-depth understanding of clients' personal circumstances, risk profile, and investment objectives
- Provide bespoke investment advice to private individuals, charities, and professional intermediaries
Candidates must be qualified to CISI Level 6 (PCIAM) as an absolute minimum. A business development mindset is essential for identifying and acquiring new clients, with some internal referrals available to assist in developing the existing book.
The estimated salary for this role is £90,000 - £120,000 plus bonus and full package.
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