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

Business Development Manager/Wealth Consultant
JPMorganChase —Edinburgh
- Full-time
- Sales
- Business development
- Financial services
4h
Sustainability & corporate responsibility manager
Avaloq —Edinburgh
- Full-time
- Hybrid work
- English
- Communication skills
Quick apply
Solution Consultant
FNZ —Edinburgh
- Full-time
- Hybrid work
- No degree
- Financial services
- Communication skills
- Life insurance
Business Process Analyst
Royal Bank of Canada —Edinburgh
- Full-time
- Microsoft Word
- Agile
- Financial services
10d
Junior Investment Associate
RGH‑Global Limited —Edinburgh
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Presentation skills
12d
Sales Co-ordinator
SIG Roofing —Broxburn
- Communication skills
- Employee discount
Senior Co-ordinator
Mears Group —Livingston
- Up to £35,000 a year
- Microsoft Word
- Computer literacy
- Leadership
- Employee discount
- Referral programme
Audit Senior Associate
Saffery —Edinburgh
- Full-time
- Hybrid work
- Team management
- Accounting
- Organisational skills
- Profit sharing
- Annual leave
ServiceNow Scrum Master / Business Analyst
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Leadership
- Communication skills
- Annual leave
- Employee discount
6d
Asset & Wealth Management - Digital and Data Transformation - Product Manager - VP
JPMorganChase —Edinburgh
- Full-time
- Product management
- Communication skills
- Banking
Senior Specialist - Middle Office Client Services
Franklin Templeton Investments —Edinburgh
- Full-time
- Master's degree
- Business
- Leadership
Legal Manager
Raytheon —Glenrothes
- Full-time
- Hybrid work
- Contracts
- Communication skills
- Sick pay
Real Estate Manager
FNZ —Edinburgh
- Full-time
- Continuous improvement
- Organisational skills
- Business
- Life insurance
Production Manager
Raytheon —Glenrothes
- Weekend availability
- Continuous improvement
- Training & development
- Communication skills
- Sick pay
Customer Service Brokerage Support
JPMorganChase —Edinburgh
- Full-time
- CRM software
- Analysis skills
- Financial services
8d
Finance Analyst, Reward & Governance
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Analysis skills
- Analytics
- Annual leave
- Employee discount
11d
Financial Reporting Accountant
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Continuous improvement
- Communication skills
- Annual leave
- Employee discount
Associate Cost Manager
Turner & Townsend —Edinburgh
- Full-time
- Team management
- Contracts
- Negotiation
Quick apply
CASS Reconciliations Analyst
FNZ —Edinburgh
- Full-time
- Continuous improvement
- Communication skills
- Analytics
- Paid training
- Life insurance
Senior Manager, Migration Workstream Lead/Project Manager – Investment Management & Wealth, Operations Industry & Domain Solutions, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- Agile
- Budgeting
- Communication skills

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wealth manager jobs near burntisland, fif

Business Development Manager/Wealth Consultant

JPMorganChase -
Edinburgh

Apply Now

Job details

Full-time
4 hours ago

Qualifications

Lead generation for financial services industry
Sales
Client engagement
Lead generation
Business development
Prospecting
Financial services
Communication skills
Business lead generation
Marketing

Full job description

JOB DESCRIPTION

Description

Behind every investment is a person with ambitions, motivations and values. While we know that every client is unique, they come to J.P. Morgan Personal Investing for the same reason: our straightforward and transparent approach to investing, and the trust that 150 years of J.P. Morgan heritage brings.

J.P. Morgan Personal Investing offers award-winning investments, products and digital wealth management services to over 275,000 investors in the UK. We built the business with innovation as a core part of our ethos to give consumers the confidence and clarity to make informed investment decisions and achieve their financial goals.

As an Analyst/Associate Business Development Consultant within our digital wealth management business, you'll have a strong track record in sales, lead generation, and referrals, and will be working towards QCF Level 4 qualification or have the ability to achieve this within 18 months of joining.

Job Responsibilities:

Develop lead generation and referral strategies that support Senior Wealth Managers' growth goals.
Prospect and engage clients and prospects through multiple channels to identify new business opportunities.
Build trusted relationships by understanding client needs and aligning them to our wealth management solutions.
Partner with marketing to execute campaigns that drive qualified leads and strengthen brand awareness.
Provide timely, high-quality feedback on campaign performance to improve targeting and outcomes.
Qualify inbound and outbound leads to ensure efficient handover to Senior Wealth Managers.
Prepare Senior Wealth Managers for client meetings and presentations by supplying relevant insights and data.
Track and maintain lead and referral activity to support consistent pipeline management.
Monitor industry trends and competitor activity to spot opportunities and inform outreach approaches.

Required Qualifications, Capabilities, and Skills

Proven experience in sales, lead generation, and referrals either within the financial services or wealth management industry, or transferable skills from other industries
Strong communication and interpersonal skills, with the ability to engage and influence clients and prospects.
Working towards QCF Level 4 qualification or ability to achieve this within 18 months of joining.
Self-motivated and results-oriented, with a proactive approach to identifying and pursuing new business opportunities.

Preferred Qualifications, Capabilities, and Skills

Experience collaborating within a team environment to support shared business goals.
Familiarity with digital tools and platforms used for lead generation and client engagement.
Experience supporting client meeting preparation (for example, organizing materials, insights, and pitch inputs).

Why Join Us:

Be part of a leading digital wealth management firm with a focus on innovation and client success.
Opportunity to contribute to the growth and development of our business development strategy.
Supportive work environment with opportunities for professional growth and advancement.
Competitive salary and benefits package.

ABOUT US

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.

Apply Now

Refine Your Search

wealth manager jobs in burntisland, fif

Business Development Manager/Wealth Consultant

Sustainability & corporate responsibility manager

Solution Consultant

Business Process Analyst

Junior Investment Associate

Sales Co-ordinator

Senior Co-ordinator

Audit Senior Associate

ServiceNow Scrum Master / Business Analyst

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

Senior Specialist - Middle Office Client Services

Legal Manager

Real Estate Manager

Production Manager

Customer Service Brokerage Support

Finance Analyst, Reward & Governance

Financial Reporting Accountant

Associate Cost Manager

CASS Reconciliations Analyst

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

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

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