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Private Wealth Onboarding Lead

Job in Daliburgh, Na h-Eileanan Siar, Scotland, UK
Listing for: Leapfrog Recruitment Consultants
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services
Job Description & How to Apply Below
A recruitment agency in Scotland is seeking a skilled professional for a role in private wealth administration. This position focuses on managing new client relationships, overseeing onboarding processes, and ensuring compliance with regulations. The ideal candidate should have at least 5 years of experience in trust and company administration and be pursuing a relevant qualification. Strong judgement and excellent communication skills are essential for success in this role, which also offers a variety of responsibilities and the opportunity to mentor junior team members.
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