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My client is a growing and highly reputable wealth management firm at an exciting stage in their growth. Due to expansion and having ambitious plans for 2022, they have a new job vacancy for an experienced adviser to join their Scotland team in the Dundee area.
In this role, you will be servicing your book of business while maintaining relationships and growing organically. The average size of cases varies but primarily involves medium to higher net worth private clients across all areas of their wealth. Your responsibilities will include securing and preserving the contacts they have and their accounts, acting as an ambassador for this exceptionally high-profile company to develop new business.
Your time will be focused solely on your passion for providing first-class service and utilizing your market knowledge to assist clients with full administration and compliance backup. Virtual meetings will mostly be the way forward, but you'll be left to manage your diary as you see fit, anticipating approximately one-third face-to-face meetings.
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