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Job Overview
My client is a growing and highly reputable wealth management firm at an exciting stage in their growth. Due to expansion, they have a requirement for a highly experienced adviser to join their Scotland team - covering a client base of circa 200 clients.
Responsibilities
1. Service your book of business while maintaining and growing client relationships.
2. Manage a client base primarily consisting of higher net worth private clients.
3. Act as an ambassador for the company, securing and preserving client contacts and accounts.
4. Provide first-class service utilizing market knowledge to assist clients.
5. Manage your diary effectively, with an anticipated 1/3rd of meetings being face-to-face.
Support
An entire administrative team will be provided to assist you.
Virtual meetings will mostly be the way forward.
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