Wealth Analyst Jobs in Edinburgh
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Wealth Advisor
Cerity Partners
Boston - USA
Primary ResponsibilitiesServe as a key relationship manager for clients meeting all service needs and achieving high levels of retention.Develop and communicate customized investment strategies based on clients financial goals risk tolerance and preferences.Serve as a secondary advisor for selected...
Asset Wealth Management Project Analyst Associate
Jpmorganchase
Edinburgh - UK
DescriptionThe International Transformation Office is a program and project management team focusing on defining strategy solutions and plans to manage change initiatives impacting the International Private Bank Business. Our Initiatives are business platform and/or regulatory driven focusing on bus...
