HNW Director Opportunity

2 days ago


Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time
Job Description

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 Us

We 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
Requirements

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.



  • Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time

    Job OpportunityA prominent wealth management firm is looking for an experienced HNW/UHNW Wealth Director to lead its Highlands operations. This is an exciting opportunity for a skilled professional to drive business growth, develop strategic relationships, and deliver exceptional investment advice to HNW/UHNW clients.The successful candidate will have a...

  • Investment Director

    6 days ago


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

    Job Description:We are seeking a highly skilled Wealth Management Director to join our team at Heat Recruitment. The successful candidate will be responsible for leading the wealth management team, managing and growing relationships with existing and new clients, and providing bespoke investment advice using their knowledge.The ideal candidate will have a...


  • Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time

    Job TitleWealth Director - Senior Leadership Role in Perth & Stirling RegionCompensation Package£70,000 to £100,000 plus bonus and full benefits package available.Key Responsibilities:Manage and grow high-value relationships with existing and new clients across the Perth & Stirling region.Demonstrate exceptional knowledge of clients' financial...

  • Wealth Director

    1 week ago


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

    Role OverviewWe 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...


  • Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time

    Overview of the Role">We are seeking a highly experienced Investment Director to join our expanding team.As a key member of our team, you will play a critical role in managing and growing our client relationships.">About YouTo be considered for this role, you will need to have a proven track record of success in providing high-quality investment advice to...


  • Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time

    Job DescriptionWe are seeking a highly experienced Wealth/Investment Director to join our expanding national wealth management firm in the Highlands. The successful candidate will be responsible for managing and growing relationships with existing and new clients, providing bespoke investment advice based on an in-depth understanding of their personal...


  • Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time

    Job DescriptionThis 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 role involves managing and growing relationships with...


  • Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time

    Role Summary:">We are seeking a highly experienced Wealth/Investment Director to join our team in the Highlands.">Key Accountabilities:">Management of existing client relationships and growth of new businessDevelopment of bespoke investment solutions based on clients' needsProvision of high-quality investment advice to HNW/UHNW...


  • Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time

    About the Role:We are currently recruiting for a Wealth Management Director to lead our wealth management team. The successful candidate will be responsible for managing and growing relationships with existing and new clients, developing an in-depth understanding of clients' personal circumstances, risk profile, and investment objectives, and providing...


  • Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time

    Job Overview:We are seeking an experienced Wealth Management Director to join our team at Heat Recruitment. As a key member of our business, you will play a critical role in managing and growing relationships with existing and new clients. With a strong understanding of clients' personal circumstances, risk profile, and investment objectives, you will...


  • Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time

    Job OverviewThis is a unique opportunity for a qualified Wealth/Investment Director to join an established and expanding national wealth management firm in the Highlands. The ideal candidate will have proven experience of providing quality investment advice to HNW/UHNW individuals.About the RoleThe successful candidate will be responsible for managing and...


  • Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time

    About the Role">We are seeking an experienced Wealth/Investment Director to join our team in Perth & Stirling. As a key member of our national wealth management firm, you will play a crucial role in delivering exceptional investment advice to high net worth individuals.">Key Responsibilities">">Deliver high-quality investment advice to clients based on their...


  • Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time

    Company Overview">Wealth management firm operating across the UK.The firm is renowned for their experience within the HNW/UHNW market, providing quality investment advice to private individuals and professional intermediaries.">Salary and BenefitsA highly competitive salary of £60,000-£100,000 plus bonus and full package is on offer.">Job DescriptionThe...


  • Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time

    High Net Worth Investment Advisor RoleWe are seeking an experienced High Net Worth Investment Advisor to provide expert investment advice to HNW and UHNW individuals, charities, and professional intermediaries.Main Responsibilities:Develop and maintain strong relationships with clients, delivering exceptional service and driving business growth.Gain in-depth...


  • Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time

    About the RoleWe are looking for a seasoned Wealth/Investment Director to join our team in the Highlands, who can provide expert investment advice to high net worth individuals and families.The successful candidate will have a deep understanding of the HNW/UHNW market and be able to build strong relationships with clients, identifying their needs and...


  • Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time

    About the RoleWe are looking for a highly skilled Private Client Investment Advisor to join our team in the Highlands. The successful candidate will have significant experience of providing quality investment advice to HNW/UHNW individuals and be qualified to CISI Level 6 (PCIAM) as a minimum.Key responsibilities include developing and maintaining strong...


  • Perth, Perth and Kinross, United Kingdom JohnstonGreer Full time

    About the RoleThis Paraplanner position offers an exciting opportunity to work with a prominent Wealth Management firm, providing IFA advice to uHNW and HNW clients. You will be responsible for:Supporting the delivery of high-quality adviceCompiling advice documents and reportsConducting research and analysisCommunicating with clients and...

  • Sales Director

    2 weeks ago


    Perth, Perth and Kinross, United Kingdom Sue Prince Resourcing Full time

    A unique opportunity has arisen for a Sales Director to join our esteemed sales team at Sue Prince Resourcing. Role OverviewThe successful candidate will be responsible for driving all revenue across the East and North of Scotland, executing business strategy with their regions, and ensuring effective communication and coordination with other areas of the...

  • Marketing Director

    6 days ago


    Perth, Perth and Kinross, United Kingdom Sue Prince Resourcing Full time

    Sue Prince Resourcing is seeking a highly skilled Marketing Director to lead the marketing strategy for a fantastic property with further development plans.About the PropertyThis four-star, full-service hotel is part of a small hotel company and offers 62 bedrooms, 5 Meeting and Event rooms, and a Spa and Leisure facility including outdoor activities.Key...


  • Perth, Perth and Kinross, United Kingdom Heat Recruitment Full time

    Job SummaryA leading national wealth management firm is seeking a skilled Investment Portfolio Manager to join its team. As a key member of the organization, you will be responsible for managing client relationships, developing customized investment strategies, and identifying new business opportunities.This is an exceptional chance for a seasoned...