Wealth Manager

Job DescriptionWealth DirectorCentral ScotlandBasic to 100,000 plus bonus and full packageThis is a fantastic opportunity for a qualified Wealth/Investment Manager with proven experience of providing quality investment advice to HNW/UHNW individuals.CompanyA well established and growing national wealth management firm require an additional Wealth Manager to develop business across Central Scotland. 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 individuals, charities and professional intermediaries.RoleYoull 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 the existing book.CandidateYou will be responsible for the management and growth of relationships with the firms existing and new clients, developing an in-depth understanding of their 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.For an initial discussion please contact Chris on 07784 945190, email [email protected] or apply direct to this posting.

Created: 2025-07-03