Summary

This director-level wealth manager will oversee a client base in Edinburgh and surrounding areas, delivering tailored financial planning and wealth solutions. The role includes growing client relationships and revenue, and leading and developing a team, with four days a week in the office.

Responsibilities

• Manage relationships with high-net-worth clients
• Develop tailored financial planning strategies
• Grow the client base through referrals
• Present investment, trust, and lending services
• Use digital tools to improve efficiency
• Lead, coach, and develop a team