Career change into Wealth Management - Edinburgh

Ref: 394 Date Posted: Monday 25 Jan 2021
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Opportunity for a career in Wealth Management



What is wealth management?



Put simply, wealth management is the provision of useful and timely financial advice, helping clients, whether individuals or businesses, to determine their goals, make the right investment decisions and prepare for a financially stable future. A wealth manager will develop his or her own group of clients, taking the time to get to know each one and building a long-lasting relationship in order to develop their financial strategy over the medium to long term.

As a wealth manager you will need to be:

  • Motivated, a natural self starter
  • Entrepreneurial and eager to build your own business from the ground up
  • Approachable and possess natural people skills

In addition to the skills listed above, a successful wealth manager should be able to identify networking opportunities as they arise and develop lasting relationships with his or her clients, building a strong level of trust and taking the time to communicate effectively with each one.

Of course there are professional qualifications to gain in order to provide financial advice, and this opportunity will be able to support you with the training required. The programme has an impressive track record of helping candidates, with no previous financial experience, to obtain the required qualifications within 6-12 months of joining.

How to begin a career in wealth management

As one of the leading wealth management groups in the country, they are in an the ideal organisation in which to learn the skills of the trade and begin to build your own wealth management business. Throughout the two-year programme, you will be paired with a Mentor Partner who will provide invaluable support and dedicated training at each step, helping you to develop the skills and experience you will need to build your own wealth management business.

​For further information please call David Hill on 0797 999 6365, or email

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