Wealth manager Work, Jobs in Dunfermline, Fif (with Salaries)

Wealth Manager - Coutts
National Westminster Bank PLC —Edinburgh
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Customer service
- Hotel
- Business development
- Annual leave
3d
Senior Manager, Migration Workstream Lead/Project Manager – Investment Management & Wealth, Operations Industry & Domain Solutions, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- Agile
- Budgeting
- Communication skills
Asset & Wealth Management - Digital and Data Transformation - Product Manager - VP
JPMorganChase —Edinburgh
- Full-time
- Product management
- Communication skills
- Banking
Sustainability & corporate responsibility manager
Avaloq —Edinburgh
- Full-time
- Hybrid work
- English
- Communication skills
Quick apply
Wealth Manager
JPMorganChase —Edinburgh
- Full-time
- Business development
9d
Senior Manager - Financial Advice (Wealth Management & Retail Investments)
Alpha Financial Markets Consulting —Edinburgh
- Remote
- English
- Business development
- Travel
8d
Senior Manager, Solution Architect, Wealth Technology - Investment Management & Wealth Operations and Domain Solutions, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- Business development
- AWS
- Agile
Senior Manager - Investment Platforms (Wealth Management & Retail Investments)
Alpha Financial Markets Consulting —Edinburgh
- Remote
- English
- Business development
- Travel
8d
Product Development and Implementation Senior Associate
Franklin Templeton Investments —Edinburgh
- Full-time
- Bachelor's degree
- No degree
- Organisational skills
Senior Project Manager - Team Lead
Plexus —Livingston
- Business development
- Bachelor's degree
- Continuous improvement
- Annual leave
- Employee assistance programme
RBC Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning)
Royal Bank of Canada —Edinburgh
- Full-time
- Business development
- Team management
- Communication skills
Operations manager
Raytheon —Livingston
- Full-time
- Hybrid work
- Engineering
- Continuous improvement
- In-person
- Sick pay
Junior Investment Associate
RGH‑Global Limited —Edinburgh
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Presentation skills
H&S Advisor / H&S Manager
AmcoGiffen —Cumbernauld
- £35,000 - £75,000 a year
- Weekend availability
- Mentoring
- Communication skills
- Life insurance
Quick apply
Production Manager
Raytheon —Glenrothes
- Weekend availability
- Continuous improvement
- Training & development
- Communication skills
- Sick pay
Senior Production Manager
Raytheon —Glenrothes
- Full-time
- Hybrid work
- Team management
- Leadership
- Communication skills
- Sick pay
International Private Bank - Operations Projects Manager - Vice President
JPMorganChase —Edinburgh
- Full-time
- Analysis skills
- Agile
- Communication skills
9h
Pre-Contracts Manager / Senior Pre-Contracts Manager
AmcoGiffen —Cumbernauld
- £75,000 - £100,000 a year
- Full-time
- Civil engineering
- Management
- Continuous improvement
- Life insurance
Quick apply
Project Manager / Senior Project Manager (Development)
AmcoGiffen —Cumbernauld
- £59,000 - £74,000 a year
- Full-time
- Civil engineering
- Engineering
- Communication skills
- Life insurance
Quick apply
Real Estate Manager
FNZ —Edinburgh
- Full-time
- Continuous improvement
- Organisational skills
- Business
- Life insurance

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Wealth Manager - Coutts

National Westminster Bank PLC -
Edinburgh

Apply Now

Job details

Permanent | Full-time
£73,800 - £110,700 a year
3 days ago

Benefits

Annual leave
Company pension
Transport links
On-site parking

Qualifications

Investment
Financial planning
Pension
Financial advisory experience
Customer service
Stakeholder liaison
Business development
Relationship management
Networking

Full job description

Closing date for applications: 25/08/2026

Location Edinburgh, United Kingdom

Salary £73,800 – £110,700

Job typePermanent | Contract typeFull Time

Remote / On-site Hybrid

You’ll spend some of your time at home, working with your team digitally. You’ll also regularly work at your office or hub to collaborate with your colleagues.

Managerial / Technical Lead

This is a general indication and doesn’t always reflect day-to-day responsibilities. Check the job description for full details.

#R-00283652

Job description

This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom.

Join us as a Wealth Manager at Coutts, Edinburgh

We’ll look to you to manage the banking and investment needs of our private banking clients
In this influential role, you'll become a trusted adviser to banking and investment clients as you develop and deliver their holistic wealth plans
With significant exposure, you'll enjoy extensive networking as you liaise with multiple internal and external stakeholders
You'll work from home some of the time, but you'll also spend at least two days a week working from the Coutts Edinburgh office

What you'll do

As a Wealth Manager, you’ll be providing suitable wealth management advice on wealth structuring, investments, offshore and onshore bonds, and protection. And we’ll look to you to manage the growth, profitability and business mix of an assigned portfolio.

You’ll also be undertaking investment and pension reviews, engaging specialists where appropriate, and making sure that client experience guidelines are adhered to. And you’ll be providing guidance and motivation to wealth managers on complex financial planning products and services using innovative ideas and participation in team meetings.

You’ll also be:

Delivering profitable and sustainable business growth across a broad product range
Demonstrating outstanding client service, professionalism and risk management
Ensuring the completion and timeliness of client reviews, including updating client profiles and wealth balance sheets for all clients
Providing wealth management product advice and sales to clients in private wealth and private banking
Acting as a role model to private bankers in private wealth and private banking through exemplary new business development, client management and stewardship

The skills you'll need

To succeed in this role, you’ll hold an appropriate qualification in accordance with the FCA Training and Competence handbook covering advice activity of securities, derivatives and packaged products, along with holding a minimum of QCA level 4. You’ll also need investment skills, including expertise in detailed client profiling, risk analysis and asset allocation.

As part of this role, you’ll also be working towards an externally recognised qualification that will help you deliver an outstanding service to our customers.

You’ll also demonstrate:

The ability to articulate current views on the macro-economic environments and financial markets
Good relationship and interpersonal skills
Proven track record of meeting financial and service targets
Extensive experience in pensions and financial planning
The ability to act as a representative in the market place and build powerful relationships with internal and external centres of influence

Your benefits breakdown

Here’s a quick look at what your pay package and annual leave could look like if you get accepted for the role. We have a wide range of benefits to support you in your working life and beyond.

Please note, the presented benefits packages are based on the minimum base salary.

Tap each segment for details.

Your pay package

Your leave allowance

30 days Annual leave You’ll also have the opportunity to purchase up to 5 additional days off.

3 days Volunteering Take time off to support the causes you’re passionate about.

3 days Training Take time to build the skills you need to grow your career.

Total rewards package

Welcome to our Gogarburn hub

Set in large grounds including beautiful woodland, Gogarburn offers a conference centre, a business school with hotel bedrooms, a restaurant, relaxing zen gardens, onsite parking, and excellent transport links.

Key facts:

Surrounded by 85 acres of woodland
Our carparks provide electric vehicle charging
Opened in 2005

Apply Now

Refine Your Search

wealth manager jobs in dunfermline, fif

Wealth Manager - Coutts

Senior Manager, Migration Workstream Lead/Project Manager – Investment Management & Wealth, Operations Industry & Domain Solutions, Technology & Transformation

Asset & Wealth Management - Digital and Data Transformation - Product Manager - VP

Sustainability & corporate responsibility manager

Wealth Manager

Senior Manager - Financial Advice (Wealth Management & Retail Investments)

Senior Manager, Solution Architect, Wealth Technology - Investment Management & Wealth Operations and Domain Solutions, Technology & Transformation

Senior Manager - Investment Platforms (Wealth Management & Retail Investments)

Product Development and Implementation Senior Associate

Senior Project Manager - Team Lead

RBC Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning)

Operations manager

Junior Investment Associate

H&S Advisor / H&S Manager

Production Manager

Senior Production Manager

International Private Bank - Operations Projects Manager - Vice President

Pre-Contracts Manager / Senior Pre-Contracts Manager

Project Manager / Senior Project Manager (Development)

Real Estate Manager

I want to receive the latest job alerts for wealth manager in dunfermline, fif

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What you'll do

The skills you'll need

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Your leave allowance

Total rewards package

Welcome to our Gogarburn hub

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