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.
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 higher net worth private clients across all areas of their wealth. The job will focus primarily on relationship management to secure and preserve the contacts and accounts while acting as an ambassador for this exceptionally high-profile company.
Your time will be dedicated to providing first-class service and utilizing your market knowledge to assist clients. An entire administrative team will be provided to support you. Virtual meetings will mostly be the way forward, but you'll manage your diary as you see fit, anticipating approximately 1/3rd face-to-face meetings.
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