Private Client Jobs in Edinburgh

Main responsibilities and tasksClient Relationship ManagementIdentify recruit and manage relationships with HNWI (high-net-worth individuals) / VIC (very important clients) collectors for PRME Prestige program Le Cercle.Act as primary point of contact & personal advisor: addressing inquiries providi...

Job DescriptionPersonal Tax Director (Private Client)Salary: c. bonus Location: Edinburgh (hybrid)Lead advisory work and shape a growing teamIf youre an experienced private client tax adviser who enjoys solving complex issues building trusted client relationships and leading people well this is a g...

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As Associate Director - Financial Planning  your responsibilities will include among others:-Looking after and supporting client needs working with BD to generate new leads & new business To execute the annual Business Plan in line with agreed individual targetsTo build new client relationships and...