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Basic to £100,000 plus bonus and full package
This is a fantastic opportunity for a qualified Wealth/Investment Manager with proven experience of providing quality investment advice to HNW/UHNW individuals.
Company
A well-established and growing national wealth management firm requires an additional Wealth Manager to develop business across Central Scotland. The firm, renowned for their expertise within the HNW/UHNW market, seeks a qualified and experienced individual with a successful background in providing private client investment advice to individuals, charities, and professional intermediaries.
Role
You will be responsible for generating new business, utilizing your business development skills to identify and acquire new clients. There will also be opportunities for internal referrals to help you develop the existing client book.
Candidate
You will manage and grow relationships with the firm’s existing and new clients, developing an in-depth understanding of their personal circumstances, risk profiles, and investment objectives, and using this knowledge to provide bespoke investment advice. As this is a regulated position, YOU MUST BE QUALIFIED TO CISI LEVEL 6 (PCIAM) AS AN ABSOLUTE MINIMUM.
Application
For an initial discussion, please contact Chris at 07784 945190, email [emailprotected], or apply directly to this posting.
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