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- Tasks: Lead client relationships and provide tailored investment advice to high-net-worth individuals.
- Company: Join a growing national wealth management firm known for its expertise in the HNW/UHNW market.
- Benefits: Enjoy a competitive salary up to £100,000 plus bonuses and a comprehensive benefits package.
- Why this job: Make a real impact by helping clients achieve their financial goals in a supportive environment.
- Qualifications: Must be qualified to CISI Level 6 (PCIAM) with proven experience in wealth management.
- Other info: Opportunity for business development and growth within a reputable firm.
The predicted salary is between 60000 - 140000 £ per year.
- Wealth Director
- Perth & Stirling
- 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.
Heat Recruitment | Wealth Management Director employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Heat Recruitment | Wealth Management Director
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events, seminars, and workshops to meet potential clients and other directors. Building relationships can lead to referrals and new business opportunities.
✨Tip Number 2
Stay updated on market trends and investment strategies. Being knowledgeable about current financial landscapes will help you provide tailored advice to HNW/UHNW clients, showcasing your expertise during discussions.
✨Tip Number 3
Leverage social media platforms like LinkedIn to connect with potential clients and showcase your expertise. Share insights, articles, and success stories to establish yourself as a thought leader in wealth management.
✨Tip Number 4
Prepare for interviews by practicing how to articulate your approach to client relationship management and business development. Be ready to discuss specific examples of how you've successfully grown client portfolios in the past.
We think you need these skills to ace Heat Recruitment | Wealth Management Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications and experience relevant to wealth management. Emphasize your CISI Level 6 qualification and any specific achievements in providing investment advice to HNW/UHNW clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the wealth management industry and your ability to build relationships with clients. Mention your business development mindset and how you plan to generate new business.
Showcase Your Experience: In your application, provide specific examples of your past successes in managing client portfolios and delivering bespoke investment advice. This will demonstrate your capability to meet the firm's expectations.
Follow Up: After submitting your application, consider following up with a polite email to express your continued interest in the position. This can help keep your application top of mind for the hiring team.
How to prepare for a job interview at Heat Recruitment
✨Showcase Your Expertise
Make sure to highlight your qualifications and experience in wealth management, especially your CISI Level 6 certification. Be prepared to discuss specific cases where you've successfully advised HNW/UHNW clients.
✨Understand the Firm's Values
Research the firm’s approach to wealth management and their reputation in the HNW/UHNW market. Demonstrating knowledge about their values and how you align with them can set you apart.
✨Prepare for Client Scenarios
Anticipate questions about how you would handle various client situations. Be ready to discuss your strategies for understanding clients' personal circumstances and tailoring investment advice accordingly.
✨Demonstrate Business Development Skills
Since generating new business is a key part of the role, prepare examples of how you've successfully acquired new clients in the past. Highlight your business development mindset and any innovative approaches you've used.
