Executive Director, Client Advisor - Scotland

JP Morgan

Location: Midlothian

Job Type: Full time


Key Responsibilities

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

  • Drive business results and acquire new assets across the HNW & UHNW client segment
  • Performing to an exceptional standard dealing with both an existing client base and new client acquisition
  • 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
  • Connect your clients across all lines of business of J.P. Morgan Chase & Co.
  • Ensure that proposed solutions fulfill 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
  • Energetic and entrepreneurial business builder who thrives and excels in a competitive industry
  • Proactive, takes initiative, and uses critical thinking to solve problems
  • Focuses on the client experience and works tirelessly on the client’s behalf
  • Proven sales success and strong business acumen
  • 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
  • Strong community presence with an established network
  • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
  • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
  • Partner with other Client Advisor in the team in order to maximize the team strength and achieve team goal


  • Experience in Private Banking working with HNW & UHNW individuals and families or related fields, with a particular focus on Scotland and other key Northern regions
  • A developed network and understanding of market conditions relating to the above geographical demands
  • Previous business development experience that has led to new client relationships is advantageous
  • Asset allocation / multi asset class portfolio or sales experience is preferable
  • Achievement oriented, focused on exceeding business goals with sufficient attention to detail
  • Excellent communication skills - the candidate must be articulate verbally and on paper and able to generate trust with clients through a credible discussion on investment matters
  • 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
  • Ability to adapt to a rapidly changing business including regulatory and technological environment
  • Ability to work both independently and as a team player
  • Ability to multi-task and manage priorities effectively
  • Exceptional problem-solving skills.
  • Proactive and target driven.
  • Ability to demonstrate excellent negotiating skills.
  • Ability to learn proprietary software and databases and ability to master wealth planning software.
  • Superior analytical skills; strong computer skills
  • Strong relationship management and team building skills
You’ve got this!