Wealth Manager jobs in Edinburgh

Asset & Wealth Management Operations - Edinburgh - 2026 ReEntry Program Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below. Join to apply for the Asset & Wealth Management Operations role at JPMorganChase. Job Description Relaunch your career with our Global ReEntry Program! At JPMorganChase, we recognize...

A leading financial services firm in Edinburgh is seeking an Associate in Wealth Management to support the team with client documentation and investment solutions. The role requires attention to detail and effective communication skills. Candidates should be pursuing a CII Level 4 Diploma, and the position offers flexible working options, a dynamic team environment, and opportunities for...

A large Wealth & Asset Management business are looking for a Risk & Controls Analyst to join their Front Office focused Risk & Control team. Candidates should have a background in Risk & Controls or Compliance Monitoring. The firm will consider candidates looking to move from 2LOD to 1LOD. Duties & Experience required include: Strong knowledge of FCA Suitability requirements within a wealth...

A global financial consulting firm based in Scotland is seeking a skilled consultant with extensive experience in managing client engagements within the asset and wealth management industry. Candidates should have a strong background in consulting, particularly in change project delivery with financial institutions. Excellent relationship management skills and an in-depth understanding of market...

Responsibilities : Proactively identify and pursue new business opportunities to build and grow your own client bank of high-net-worth individuals. Deliver individual and monthly AUM targets by providing guidance to clients on the Nutmeg proposition Develop and maintain strong relationships with clients, understanding their financial goals and providing ongoing support. Lead and mentor a team of...

My client is a reputable organisation and a rare job opportunity has become available for an experienced Paraplanner to join their Edinburgh office. The business has highly performed and following a period of expansion require additional Paraplanner support to their IFAs. In the paraplanner job you will be accountable for all technical aspects of providing support to your adviser(s). A large...

A prominent investment management firm is seeking a Client Services Associate based in Edinburgh to assist advisers in delivering exceptional client service. The role includes meeting documentation, creating suitability statements, onboarding new clients, and maintaining compliance across advice files. The ideal candidate will have 2-3 years' experience in Wealth Management and strong...

Join our Wealth and Front unit as a Team Lead, where you'll steer a skilled group of business analysts focusing on crucial elements like Web& Mobile, Static Data, CRM, PFM and Rebalancing, as well as overseeing their second-level support responsibilities. You'll handle a dynamic team, foster meaningful connections with prestigious banking clients, and keep our incident backlog organized and under...

Company Description Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry‐leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as...

You will be a key technical and strategic lead for the global automation platform, Salesforce Marketing Cloud, advising on best practice adoption, driving strategy and building capabilities.

Job Description A Top 6 Accounting firm is seeking to appoint a Private Client Tax Manager to join their expanding Edinburgh or Glasgow office. This position offers the opportunity to lead a high-performing Private Client team, advising high-net-worth individuals, entrepreneurs, and their families on a wide range of complex tax and wealth structuring matters. The successful candidate will...

Ideas | People | TrustWe’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world.We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy – and directly advise the owners and management teams leading...

The Role: National Account Manager – Omnichannel & New Business Location: Virtual Based with ad hoc travel to Liverpool, London, Theale & Maidenhead Come make the world and accelerate your success. It takes great people to achieve greatness. People with a sense of purpose and integrity. People with a relentless pursuit of excellence. People who care about making things better For Those Who...

You will be responsible for providing full administrative support to our Investment Managers, as well as building relationships with clients to deliver a positive and sleek client experience. Working in conjunction with the Investment Management team to build and develop trusted relationships with clients, providing wide-ranging support and assistance with the management of client portfolios.

You will be working as part of the tax team to manage the Tax risks of the employer and identify opportunities.

You will be technically up-to-date on all taxes impacting the business and you should be experienced in tax accounting under IFRS.

You will be used to acting as point of contact for delegated projects involving tax

You will ne someone with;ACCA/ACA/ICAS qualified or overseas equivalent. Previous experience of managing people. Good working knowledge of UK and International GAAS, IFRS, UK GAAP and Financial Reporting requirements. Working knowledge of financial products, firm services, issues regarding advice and regulation and compliance, including anti-money laundering.

A global financial services leader is seeking candidates for the Asset & Wealth Management Operations ReEntry Program in Edinburgh. Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience. This 15-week fellowship invites accomplished individuals on a voluntary career break of at least two years to relaunch their careers....

A leading financial technology firm is seeking a Team Lead to oversee a skilled group of business analysts in Edinburgh. In this role, you will lead daily operations, collaborate with product managers, and engage with key stakeholders to ensure successful financial solution development. Ideal candidates will possess leadership experience and a strong understanding of compliance standards within...

Job Description What is the opportunity? We have an exciting opportunity for an Associate, Wealth Management to join the team in our Edinburgh office.The Wealth Associate will be responsible for providing support and assistance to the team, while working under the guidance of senior colleagues in Wealth management. A key part of the role would entail aspects such as support to the wealth...

Ideas | People | Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine – ambitious, entrepreneurially-spirited and high‐growth businesses that fuel the economy – and directly advise the owners and management teams leading...