International Private Bank, Private Banker, Scotland, Edinburgh

International Private Bank, Private Banker, Scotland EDINBURGH, MIDLOTHIAN, United Kingdom and 1 more Job Information Job Identification 210707169 Job Category Client Advisory Business Unit Asset&Wealth Management Posting Date 02/02/2026, 04:21 PM Job Schedule Full time Job Description This is an exciting opportunity to join a dynamic, diverse team within J.P Morgan’s UK Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients. If you have an entrepreneurial mind‑set and are looking to constantly challenge yourself, J.P. Morgan isthe place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.Job Summary As a Private Banker for J.P. Morgan and based in either Edinburgh or Glasgow, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.Our Private Bankers are self‑starters with a proven track record of success, they are skilled problem solvers who offer specialized advice to clients. You would manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success. Job Responsibilities Generate business results and acquire new assets across the Scottish client market Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needsPartner with internal specialists to provide interdisciplinary expertise to clients when needed Understand client's goals and objectives to develop and implement investment plan on their overall balance sheet, including holistic asset allocation, investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needsEnsure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goalRequired Qualifications, Capabilities, and Skills Experience in private banking working with high net worth individuals across Scotland, whether that befamily owned businesses and entrepreneurs, executives, single family offices or endowments. Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactivelyDynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunitiesStrong reputation with an established network Preferred Qualifications, Capabilities, and Skills A network and track record linked mostly to the Edinburgh, Aberdeen or Glasgow client market Chartered Financial Analyst (CFA) is a plus Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurshipAbout Us 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 ourFAQs for more information about requesting an accommodation.#J-18808-Ljbffr