Team Head - Edinburgh - Edinburgh

Basic to £90,000 - Investment Management & Research
Ref: 456 Date Posted: Monday 21 Sep 2020
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Role:                      Team Leader, Wealth Management

Location:                Edinburgh

Remuneration:       Basic to £90,000

 

Opportunity for Team Head – Private Client Wealth Management, Edinburgh.

 

The client has ambitious growth plans and as part of the plans is looking to expand its Private Client Wealth Management team in its Edinburgh office with the appointment of an experienced Private Client Team Leader.

 

The Purpose of the Role:

 

To be both a Private Client Manager (PCM) and a leader of a team of Private Client Managers (PCMs) within the Edinburgh office. The role is to manage, motivate and develop a team of PCMs, winning and developing client relationships whilst providing supervision and coaching, to ensure that the business plan of asset growth and consistent high levels of service is achieved.

 

The Team Head must also be capable of personally building relationships with both new and existing private clients. Lead flow for prospective clients will arise from a variety of sources including general marketing, event attendance, referrals, partnerships and professional relationships, alongside their own contacts

 

Qualifications

· The successful candidate should be CF30 (or the equivalent under SMCR), and ideally hold the CISI PCIAM paper or equivalent and hold, or be eligible to apply for, a Statement of Professional Standing

· Level 6 qualified

 

For a full job description and further details please contact David Hill on 0797 999 6365, or email david@keillar.com

 

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