CFA Institute
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 is the 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 London, 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 London and South client market Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner 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 needs Ensure 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 measure Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal Required Qualifications, Capabilities, and Skills Experience in wealth management working with UK based, Entrepreneurs and Executives. Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively Dynamic 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 opportunities Strong reputation with an established network Preferred Qualifications, Capabilities, and Skills Asset allocation / multi asset class portfolio exposure Chartered Financial Analyst (CFA) qualified About Us J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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 our FAQs for more information about requesting an accommodation. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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 is the 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 London, 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 London and South client market Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner 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 needs Ensure 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 measure Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goal Required Qualifications, Capabilities, and Skills Experience in wealth management working with UK based, Entrepreneurs and Executives. Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively Dynamic 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 opportunities Strong reputation with an established network Preferred Qualifications, Capabilities, and Skills Asset allocation / multi asset class portfolio exposure Chartered Financial Analyst (CFA) qualified About Us J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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 our FAQs for more information about requesting an accommodation. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
CFA Institute
Edinburgh, Midlothian
Business Development Director S4 Edinburgh Country: United Kingdom IT STARTS HERE Santander () is evolving from a global, high impact brand into a technology driven organisation, and our people are at the heart of this journey. Together, we are driving a customer centric transformation that values bold thinking, innovation and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn and make a real difference. Our mission is to contribute to help more people and businesses prosper. We embrace a strong risk culture and all our professionals at all levels are expected to take a proactive and responsible approach toward risk management. Retail & Commercial Banking Retail & Commercial Banking is a global business integrating all our retail and commercial banking activities to better serve our customers, improve efficiency and drive value creation. THE DIFFERENCE YOU MAKE The Business Development Team is looking for a Business Development Director based out of Edinburgh. This role reports to the Head of Business Development and works closely with the Regional Director and Corporate Client Relationship Teams as well as Product Solution Teams to drive market origination activity. You will work together to deliver a client centric approach offering relevant banking solutions for prospect clients at the point of origination, building and enhancing Santander's market profile and presence within the Corporate Clients segment, and working collaboratively with other relevant areas of SAN UK. RESPONSIBILITIES Working with the Regional Director to lead New Business delivery in the Region. Working with the Relationship and Product Teams to drive market origination activity as well working collaboratively with all parts of the CCB business to ensure deal conversion for the right new business opportunities. Supporting origination of Internationally focussed/ambitious, sustainable, high growth businesses, as well as working with structured finance to originate M&A, or Growth Capital deals. Building external relationships where your knowledge and understanding of businesses and the Santander Proposition is creating a source of differentiation for Santander with prospects and Key Business Introducers (KBI's). Playing a leading role in co ordinating Corporate and Commercial Banking regional origination & market strategy. Understanding the market opportunity, identifying market trends and creating opportunities. Creating and using client advocacy to demonstrate differentiation. Following an IAM Risk framework, managing all types of risk. WHAT YOU'LL BRING Our people are our greatest strength. Every individual contributes unique perspectives that make us stronger as a team and as an organisation. We're enabling teams to go beyond by valuing who they are and empowering what they bring. PROFESSIONAL EXPERIENCE Experience and confidence in origination, including regular cold calling and targeting of leads (Required). A proven track record of delivering results, by winning new Corporate Clients into the Banking sector (Required). A strong awareness of the local region and activity of our competitors in the marketplace (Required). EDUCATION Degree level education (or equivalent experience) in a relevant field such as Business, Finance, Economics, or Accounting (Preferred). Relevant professional banking or finance qualification, such as the Chartered Banker Diploma, ACIB, CFA, or ACCA (or working towards) (Preferred). LANGUAGES Fluent English (spoken and written) - Required. Additional European language skills (e.g. Spanish or Portuguese) - Preferred. HARD SKILLS Strong commercial acumen - deep understanding of corporate banking products, markets, and the wider economic environment (Required). Digital proficiency - confident use of CRM and workflow tools such as Salesforce, nCino, and Office 365 to manage client portfolios and ensure data accuracy (Required). SOFT SKILLS Exceptional relationship management and communication skills - able to engage and influence clients, stakeholders, and colleagues effectively (Required). Leadership and coaching ability - inspires and develops others, fostering a culture of collaboration, performance, and continuous improvement (Required). Resilient and optimistic mindset - approaches challenges positively, demonstrates adaptability, and promotes Santander's values and behaviours (Required). Ability to lead and support local relationship teams to build and maintain a strong origination pipeline of high quality businesses (Preferred). Highly developed interpersonal, negotiation and networking skills (Preferred). WE VALUE YOUR IMPACT 30 days' holiday plus bank holidays, which increases to 31 days after 5yrs service, with the option to purchase up to 5 contractual days per year. £6,000 car allowance per year. Company funded individual private medical insurance. Protection for you and your family, with company funded death in service benefit and income protection insurance, and the option to take advantage of discounted rates for additional life assurance and critical illness cover. Share in Santander's success by saving or investing in our share plans. As a Santander UK employee, you are able to request staff versions of our products like our Edge Current Accounts and Credit Cards with no fees, as well as apply to many other deals and discounts in Santander products and services. Competitive rewards that reflect the real impact you make and the value you bring. Wellbeing that goes beyond work - we work with a range of wellbeing partners across our 4 pillars of wellbeing (physical, mental, social and financial) to give you access to a suite of apps, discounted gym and fitness access, weekly online classes, flexible healthcare and mental health support. Support for every life stage - from menopause and pregnancy to parenthood and beyond, with enhanced family leave, childcare options and tailored wellbeing support. Time to give back through volunteering opportunities that let you make a difference in the communities we serve. Global growth opportunities to shape your career, learn new skills and explore what's possible across our international network. LOCAL COMPLIANCE At Santander, we're proud to be an inclusive organisation that provides equal opportunities for everyone - regardless of age, gender, disability, civil status, race, religion or sexual orientation. We're committed to creating a recruitment experience that's accessible, fair and welcoming for all candidates. We want our people to thrive - at work and at home - while delivering the best outcomes for our customers and supporting each other to grow. To make this possible, our roles are site based with a hybrid working pattern, where colleagues are expected to attend the office at least 12 days per month (pro rating for part time roles). When applying, please consider the travel distance, time and cost to your chosen office location(s). RIGHT TO WORK IN THE UK Every individual must have the right to work in the UK to commence employment with Santander either by way of nationality, visa or work permit. If you do require a working visa / permit this will not influence our decision on whether to progress your application. However, if you do not have a right to work, or an application for a working visa / permit is unsuccessful, Santander will not proceed with your application and will withdraw any conditional offer previously made. We welcome applications on the understanding that, should you be offered this role, there may be no relocation package available. Santander will pay the employer mandatory government fees that are required to pay in connection with visa sponsorship. You may be liable for your own personal employee immigration and relocation costs. WHAT TO DO NEXT If this sounds like a role you are interested in, then please apply. If there's anything we can do in the recruitment process to help you achieve your best, get in touch. Whether it's a copy of our application form in another format or additional assistance, we're available through email. You can contact us at .
Business Development Director S4 Edinburgh Country: United Kingdom IT STARTS HERE Santander () is evolving from a global, high impact brand into a technology driven organisation, and our people are at the heart of this journey. Together, we are driving a customer centric transformation that values bold thinking, innovation and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn and make a real difference. Our mission is to contribute to help more people and businesses prosper. We embrace a strong risk culture and all our professionals at all levels are expected to take a proactive and responsible approach toward risk management. Retail & Commercial Banking Retail & Commercial Banking is a global business integrating all our retail and commercial banking activities to better serve our customers, improve efficiency and drive value creation. THE DIFFERENCE YOU MAKE The Business Development Team is looking for a Business Development Director based out of Edinburgh. This role reports to the Head of Business Development and works closely with the Regional Director and Corporate Client Relationship Teams as well as Product Solution Teams to drive market origination activity. You will work together to deliver a client centric approach offering relevant banking solutions for prospect clients at the point of origination, building and enhancing Santander's market profile and presence within the Corporate Clients segment, and working collaboratively with other relevant areas of SAN UK. RESPONSIBILITIES Working with the Regional Director to lead New Business delivery in the Region. Working with the Relationship and Product Teams to drive market origination activity as well working collaboratively with all parts of the CCB business to ensure deal conversion for the right new business opportunities. Supporting origination of Internationally focussed/ambitious, sustainable, high growth businesses, as well as working with structured finance to originate M&A, or Growth Capital deals. Building external relationships where your knowledge and understanding of businesses and the Santander Proposition is creating a source of differentiation for Santander with prospects and Key Business Introducers (KBI's). Playing a leading role in co ordinating Corporate and Commercial Banking regional origination & market strategy. Understanding the market opportunity, identifying market trends and creating opportunities. Creating and using client advocacy to demonstrate differentiation. Following an IAM Risk framework, managing all types of risk. WHAT YOU'LL BRING Our people are our greatest strength. Every individual contributes unique perspectives that make us stronger as a team and as an organisation. We're enabling teams to go beyond by valuing who they are and empowering what they bring. PROFESSIONAL EXPERIENCE Experience and confidence in origination, including regular cold calling and targeting of leads (Required). A proven track record of delivering results, by winning new Corporate Clients into the Banking sector (Required). A strong awareness of the local region and activity of our competitors in the marketplace (Required). EDUCATION Degree level education (or equivalent experience) in a relevant field such as Business, Finance, Economics, or Accounting (Preferred). Relevant professional banking or finance qualification, such as the Chartered Banker Diploma, ACIB, CFA, or ACCA (or working towards) (Preferred). LANGUAGES Fluent English (spoken and written) - Required. Additional European language skills (e.g. Spanish or Portuguese) - Preferred. HARD SKILLS Strong commercial acumen - deep understanding of corporate banking products, markets, and the wider economic environment (Required). Digital proficiency - confident use of CRM and workflow tools such as Salesforce, nCino, and Office 365 to manage client portfolios and ensure data accuracy (Required). SOFT SKILLS Exceptional relationship management and communication skills - able to engage and influence clients, stakeholders, and colleagues effectively (Required). Leadership and coaching ability - inspires and develops others, fostering a culture of collaboration, performance, and continuous improvement (Required). Resilient and optimistic mindset - approaches challenges positively, demonstrates adaptability, and promotes Santander's values and behaviours (Required). Ability to lead and support local relationship teams to build and maintain a strong origination pipeline of high quality businesses (Preferred). Highly developed interpersonal, negotiation and networking skills (Preferred). WE VALUE YOUR IMPACT 30 days' holiday plus bank holidays, which increases to 31 days after 5yrs service, with the option to purchase up to 5 contractual days per year. £6,000 car allowance per year. Company funded individual private medical insurance. Protection for you and your family, with company funded death in service benefit and income protection insurance, and the option to take advantage of discounted rates for additional life assurance and critical illness cover. Share in Santander's success by saving or investing in our share plans. As a Santander UK employee, you are able to request staff versions of our products like our Edge Current Accounts and Credit Cards with no fees, as well as apply to many other deals and discounts in Santander products and services. Competitive rewards that reflect the real impact you make and the value you bring. Wellbeing that goes beyond work - we work with a range of wellbeing partners across our 4 pillars of wellbeing (physical, mental, social and financial) to give you access to a suite of apps, discounted gym and fitness access, weekly online classes, flexible healthcare and mental health support. Support for every life stage - from menopause and pregnancy to parenthood and beyond, with enhanced family leave, childcare options and tailored wellbeing support. Time to give back through volunteering opportunities that let you make a difference in the communities we serve. Global growth opportunities to shape your career, learn new skills and explore what's possible across our international network. LOCAL COMPLIANCE At Santander, we're proud to be an inclusive organisation that provides equal opportunities for everyone - regardless of age, gender, disability, civil status, race, religion or sexual orientation. We're committed to creating a recruitment experience that's accessible, fair and welcoming for all candidates. We want our people to thrive - at work and at home - while delivering the best outcomes for our customers and supporting each other to grow. To make this possible, our roles are site based with a hybrid working pattern, where colleagues are expected to attend the office at least 12 days per month (pro rating for part time roles). When applying, please consider the travel distance, time and cost to your chosen office location(s). RIGHT TO WORK IN THE UK Every individual must have the right to work in the UK to commence employment with Santander either by way of nationality, visa or work permit. If you do require a working visa / permit this will not influence our decision on whether to progress your application. However, if you do not have a right to work, or an application for a working visa / permit is unsuccessful, Santander will not proceed with your application and will withdraw any conditional offer previously made. We welcome applications on the understanding that, should you be offered this role, there may be no relocation package available. Santander will pay the employer mandatory government fees that are required to pay in connection with visa sponsorship. You may be liable for your own personal employee immigration and relocation costs. WHAT TO DO NEXT If this sounds like a role you are interested in, then please apply. If there's anything we can do in the recruitment process to help you achieve your best, get in touch. Whether it's a copy of our application form in another format or additional assistance, we're available through email. You can contact us at .