Wealth Management Jobs in Edinburgh

DescriptionAre you passionate about supporting high net worth clients Join us to execute requests end-to-end with strong risk discipline.As a Client Operations Analyst in Asset Wealth Management Team youll be at the heart of that workpartnering with bankers and teams across finance technology compli...

Who We AreAddepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflow...

Senior Paraplanner Location: Edinburgh (hybrid working available) Salary: Overview An experienced Paraplanner is required to support Financial Planners in delivering high-quality holistic advice to clients. This role involves technical research report writing and contributing to positive client out...

DescriptionYoull join a high-performing growing team in a fast-paced environment helping deliver a best-in-class onboarding experience forJPMorganChase Asset & Wealth Management. Wealth Management is part of our Asset & Wealth Management business which oversees$2.4 trillionin assets under management...

DescriptionYoull join a high-performing growing team in a fast-paced environment helping deliver a best-in-class onboarding experience forJPMorganChase Asset & Wealth Management. Wealth Management is part of our Asset & Wealth Management business which oversees$2.4 trillionin assets under management...

Who We AreAddepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflow...

Who We AreAddepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflow...

Who We AreAddepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflow...

At Franklin Templeton were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management wealth management and fintech offering many ways to help investors make progress toward their go...

DescriptionThe Digital Concierge Specialist is the primary contact for all online-related needs of Private Banking Clients. This role is responsible for supporting high and ultra-high net worth clients with their digital experience.As a junior team member you will focus on learning core digital plat...

DescriptionThe Digital Concierge Specialist is the primary contact for all online-related needs of Private Banking Clients. This role is responsible for supporting high and ultra-high net worth clients with their digital experience.As a junior team member you will focus on learning core digital plat...