Wealth manager Work, Jobs in Kirkliston, Edh (with Salaries)

Senior Wealth Manager
JPMorganChase —Edinburgh
- Full-time
- Sales
- Mentoring
- Communication skills
12h
Employee Relations Transformation Lead
FNZ —Edinburgh
- Full-time
- Analysis skills
- Human resources
- Leadership
- Life insurance
11d
Teacher of Latin
School Talent —Musselburgh
- Part-time
- School
Quick apply
4d
Site / Snr Site Manager
AmcoGiffen —Cumbernauld
- £44,000 - £56,000 a year
- Full-time
- Civil engineering
- Engineering
- Leadership
- Life insurance
Quick apply
Squad Technical Lead
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Azure
- SQL
- Continuous improvement
- Annual leave
- Employee discount
Senior Sous Chef
Peebles Hydro —Peebles
- Full-time
- Cooking
- Hotel
- Organisational skills
- Employee assistance programme
- Referral programme
Quick apply
Transfer Pricing Manager
AAB —Edinburgh
- Hybrid work
- Master's degree
- Analysis skills
- Continuous improvement
- Annual leave
- Employee assistance programme
Senior Production Manager
Raytheon —Glenrothes
- Full-time
- Hybrid work
- Management
- Microsoft Office
- Leadership
- Sick pay
2d
Staff Backend Software Engineer - Portfolio Data Workflows
Addepar —Edinburgh
- Java
- SQL
- AWS
Quick apply
Quantity Surveyor
AmcoGiffen —Cumbernauld
- £45,000 - £53,000 a year
- Full-time
- Civil engineering
- Contracts
- Communication skills
- Life insurance
Quick apply
Integrations Solutions Architect
Addepar —Edinburgh
- APIs
- Communication skills
Quick apply
Commis Chef
Peebles Hydro —Peebles
- Up to £12.71 an hour
- Part-time
- Hotel
- School
- Employee assistance programme
- Employee discount
Quick apply
International Market Lead, Middle East
National Westminster Bank PLC —Edinburgh
- Full-time
- Hybrid work
- Hotel
- Travel
- Banking
- Annual leave
Senior Co-ordinator
Mears Group —Livingston
- Up to £35,000 a year
- IT
- Care plans
- Leadership
- Employee discount
- Referral programme
8d
Junior Investment Associate
RGH‑Global Limited —Edinburgh
- £30,000 - £35,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
1d
Asset & Wealth Management - Digital and Data Transformation - Product Manager - VP
JPMorganChase —Edinburgh
- Full-time
- Product management
- Agile
- Communication skills
HR Business Partner
Lothian Buses —Edinburgh
- £40,000 a year
- Full-time
- Travel
- Human resources
- Communication skills
- Free parking
- Annual leave
Quick apply
10d
Customer Service Quality Control & Performance Coach
JPMorganChase —Edinburgh
- Full-time
- Salesforce
- Analysis skills
- Communication skills
CASS Reconciliations Analyst
FNZ —Edinburgh
- Full-time
- Microsoft Excel
- Communication skills
- Paid training
- Life insurance
11d
Real Estate Manager
FNZ —Edinburgh
- Full-time
- Organisational skills
- Business
- Life insurance

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Senior Wealth Manager

JPMorganChase -
Edinburgh

Apply Now

Job details

Full-time
12 hours 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 kirkliston, edh

Senior Wealth Manager

Employee Relations Transformation Lead

Teacher of Latin

Site / Snr Site Manager

Squad Technical Lead

Senior Sous Chef

Transfer Pricing Manager

Senior Production Manager

Staff Backend Software Engineer - Portfolio Data Workflows

Quantity Surveyor

Integrations Solutions Architect

Commis Chef

International Market Lead, Middle East

Senior Co-ordinator

Junior Investment Associate

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

HR Business Partner

Customer Service Quality Control & Performance Coach

CASS Reconciliations Analyst

Real Estate Manager

I want to receive the latest job alerts for wealth manager in kirkliston, edh

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