Wealth management offers bespoke financial services to high-net-worth individuals and families, including investment management, estate planning, and tax advice.
In Scotland, wealth management firms, particularly in Edinburgh and Glasgow, are recognized for their expertise in handling complex financial needs.
Common roles in Wealth Management include:
IT Support Specialists in the financial services sector are responsible for maintaining and troubleshooting the organisation’s technology infrastructure. They provide… read more
Communications Specialists in the financial services sector are responsible for crafting and delivering clear, consistent messaging both internally and externally…. read more
Accountants are responsible for maintaining and interpreting financial records, ensuring accuracy and compliance with regulations. They prepare financial statements, manage… read more
Private Bankers provide personalised financial services to high-net-worth individuals, helping them manage and grow their wealth. They offer a range… read more
Tax Advisers provide expert guidance to individuals and businesses on tax-related matters, helping them comply with tax regulations while minimising… read more
Mortgage Advisers assist clients in securing mortgages by providing tailored advice on the most suitable mortgage products based on their… read more
Are you passionate about designing secure IT frameworks? As cyber threats evolve, financial institutions need skilled Security Architects to develop… read more
Technology Product Managers specialise in managing technology-driven products, focusing on software, hardware, or digital solutions. They play a critical role… read more
The ESG (Environmental, Social, and Governance) Portfolio Manager role focuses on constructing and maintaining diversified portfolios that align with environmental… read more
