Wealth manager Work, Jobs in North Queensferry, Fif (with Salaries)

Senior Wealth Manager
JPMorganChase —Edinburgh
- Full-time
- Sales
- Mentoring
- Communication skills
2d
Senior Manager, Migration Workstream Lead/Project Manager – Investment Management & Wealth, Operations Industry & Domain Solutions, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- Azure
- Mentoring
- Agile
Asset & Wealth Management - Digital and Data Transformation - Product Manager - VP
JPMorganChase —Edinburgh
- Full-time
- Product management
- Agile
- Communication skills
International Private Bank - Operations Projects Manager - Vice President
JPMorganChase —Edinburgh
- Full-time
- Analysis skills
- Communication skills
13d
Solution Consultant
FNZ —Edinburgh
- Full-time
- Hybrid work
- No degree
- Financial services
- Communication skills
- Life insurance
Senior Specialist - Middle Office Client Services
Franklin Templeton Investments —Edinburgh
- Full-time
- Management
- Master's degree
- Business
12d
Senior Manager, Solution Architect, Wealth Technology - Investment Management & Wealth Operations and Domain Solutions, Technology & Transformation
Deloitte —Edinburgh
- Hybrid work
- Azure
- AWS
- Computer networking
HR Business Partner
Lothian Buses —Edinburgh
- £40,000 a year
- Full-time
- Travel
- Human resources
- Communication skills
- Free parking
- Annual leave
Quick apply
12d
Employee Relations Transformation Lead
FNZ —Edinburgh
- Full-time
- Analysis skills
- Human resources
- Leadership
- Life insurance
13d
Senior Project Manager - Team Lead
Plexus —Livingston
- Project management
- Bachelor's degree
- Travel
- Annual leave
- Employee assistance programme
RBC Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning)
Royal Bank of Canada —Edinburgh
- Full-time
- Management
- Business development
- Communication skills
Sustainability & corporate responsibility manager
Avaloq —Edinburgh
- Full-time
- Hybrid work
- English
- Accounting
- Communication skills
Quick apply
10d
Dealing Officer
FNZ —Edinburgh
- Overtime
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Organisational skills
- Life insurance
12d
Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Portfolio Director
Schroders —Edinburgh
- Full-time
- Analysis skills
- Bachelor's degree
- Leadership
10d
Project Manager
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Project management
- Presentation skills
- Agile
- Annual leave
- Employee discount
10d
Quality Systems Engineer
Plexus —Livingston
- Computer literacy
- Project management
- Bachelor's degree
- Annual leave
- Employee assistance programme
Global Accounting Manager
FNZ —Edinburgh
- Full-time
- Analysis skills
- Project management
- Accounting
- Life insurance
Audit Senior Associate
Saffery —Edinburgh
- Full-time
- Hybrid work
- Accounting
- Mentoring
- Organisational skills
- Profit sharing
- Annual leave
Financial Planner
Charles Stanley —Edinburgh
- Full-time
- Mentoring
- Leadership
- Communication skills

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Senior Wealth Manager

JPMorganChase -
Edinburgh

Apply Now

Job details

Full-time
2 days ago

Qualifications

Sales
Mentoring
Relationship management
Communication skills

Full job description

JOB DESCRIPTION

Are you looking for a new opportunity to develop your career in Wealth Management within J.P. Morgan Personal Investing?

As a Senior Wealth Manager, you will be responsible for proactively building and growing your own client bank, managing high-net-worth client relationships, along with helping those who are new to investing. This role requires a deep understanding of the wealth management landscape and a proven track record in client acquisition and relationship management.

J.P. Morgan Personal Investing offers award-winning investments, products and digital wealth management services to 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.

Job Responsibilities

Proactively identify and pursue new business opportunities to build and grow your own client bank
Develop and maintain strong relationships with clients, understanding their financial goals and providing ongoing support.
Provide coaching and mentoring to wealth consultants, sharing expertise and insights to help them achieve individual and team targets.
Collaborate with the Business Development team to leverage existing client relationships and networks for business growth.
Stay informed about market trends, investment products, and regulatory changes to provide informed insights to clients.
Ensure compliance with all regulatory requirements and company policies, maintaining the highest standards of professionalism and integrity.

Required Qualifications, Capabilities, and Skills

Extensive experience in wealth management, with a proven track record in client acquisition and relationship management.
Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues.
In-depth knowledge of UK investments, market trends, and regulatory requirements.
QCF Level 4 qualified in financial planning or equivalent, with a commitment to ongoing professional development.
Strong business development acumen
Adept at driving sales growth and exceeding targets

Preferred Qualifications, Capabilities, and Skills

Strategic thinker with a proactive approach to identifying and pursuing new business opportunities.
RDR Compliant Level 6 Qualifications (CISI, CFA equivalent) are preferred.

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 north queensferry, fif

Senior Wealth Manager

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

International Private Bank - Operations Projects Manager - Vice President

Solution Consultant

Senior Specialist - Middle Office Client Services

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

HR Business Partner

Employee Relations Transformation Lead

Senior Project Manager - Team Lead

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

Sustainability & corporate responsibility manager

Dealing Officer

Client Services Associate

Portfolio Director

Project Manager

Quality Systems Engineer

Global Accounting Manager

Audit Senior Associate

Financial Planner

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

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