Investment Director
Location: Perth & Stirling
Salary: 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 requires an additional Wealth Director in the Highlands.
The firm, renowned for their experience within the HNW/UHNW market, is 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.
Responsibilities:
1. You will be responsible for the management and growth of relationships with the firm’s existing and new clients.
2. 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.
3. You’ll be responsible for the generation of new business, utilising your business development mindset to identify and acquire new clients.
4. There will also be some internal referrals to assist you in developing your existing book.
Minimum Requirements:
1. As this is a regulated position, YOU MUST BE QUALIFIED TO CISI LEVEL 6 (PCIAM) AS AN ABSOLUTE MINIMUM.
For an initial discussion please contact Chris on 07784 945190, email chris.smith@heatuk.com or apply direct to this posting.
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