Robert Half

Private Client Manager

Robert Half
Scotland, Edinburgh
£50000 - £70000 per annum
24 Oct 2018
21 Nov 2018
Reggie Foreman
Job Role
Contract Type

The role

This is a newly created position in the company that will play a pivotal role in striving toward overall success. The successful candidate will be responsible for understanding and reviewing client's financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy.

  • Maintaining and building relationships with both new and existing private clients
  • Understanding client's specific financial needs and propose suitable solutions/strategies to help them achieve their objectives
  • Reviewing existing investment portfolios, presenting written reviews and propose alterations
  • Reinvestment of existing capital into managed portfolios
  • Develop existing relationships and provide ongoing support
  • Develop new business based on the requirements of client's need's

  • In order to be considered for this role, you must hold the CISI PCIAM paper / Level 6 qualification
  • Knowledge of financial planning or wider wealth management knowledge or providing financial advise to private clients
  • A strong awareness of financial markets

Salary and Benefits

Salary will be highly dependent on experience but will be in the region of £50,000 - £70,000 plus fantastic benefits and career prospects

Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply. By applying to this position, you acknowledge that you have read and accept the following terms: