- Wealth Director
- Inverness & Aberdeen
- Basic 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 renowned for their experience within the HNW/UHNW market, are looking for a qualified and experienced individual with a solid and successful background providing private client investment advice to private individuals, charities and professional intermediaries.
- You will be responsible for the management and growth of relationships with the firm’s existing and new clients.
- You will develop an in-depth understanding of the clients personal circumstances, risk profile and investment objectives, and will use 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.
- You’ll be responsible for the generation of new business, utilising your business development mindset to identify and acquire new clients.
- There will also be some internal referrals to assist you develop your existing book.
For an initial discussion please contact Chris on 07784 945190, email chris.smith@heatuk.com or apply direct to this posting.