WEALTH MANAGEMENT OPERATIONS CLIENT jobs in EDINBURGH, United Kingdom

Purpose of the Job Our parent company, Quintet Private Bank, is a leading private bank in the wealth management... on and manage the Investment, Financial Planning and Lending needs of clients to meet their overall Wealth Management goals...

successful remediation Reviews and sign-off on the monthly Client Money and Asset Return (“CMAR”) Prepares and delivers MI (Management... our for more information about requesting an accommodation. About the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading...

about requesting an accommodation. About the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment... and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management...

Specialists and Credit Risk Executives to provide exceptional client experience. As a Credit Operations Associate in Wealth... our for more information about requesting an accommodation. About the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading...

RBC Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. We offer award...-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including...

Are you a motivated and creative graduate looking for a dynamic role in a busy Wealth Management Practise? Our Client... opportunity to join a small and autonomous business within the highly acclaimed Wealth Management network who offer progression...

Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions... of asset classes through our global network of investment professionals. Wealth Management helps individuals, families...

practical, proactive solutions Ability to learn and master Remote's communication application (Slack), contract management... system (Juro), documentation sources (Notion, Google Drive, etc.), and task management system (KissFlow) Writes and speaks...

OVERALL SUMMARY Team member of the Client Onboarding & Data Maintenance team, part of the Client Operations functions... experience, specifically in a Wealth Management business, would be a key advantage, as would experience in working...