Senior
Senior Wealth Manager
Are you looking for a new opportunity to develop your career in Wealth Management within J.P. Morgan Personal Investing?
As a Senior Wealth Manager, you will be responsible for proactively building and growing your own client bank, managing high-net-worth client relationships, along with helping those who are new to investing. This role requires a deep understanding of the wealth management landscape and a proven track record in client acquisition and relationship management.
J.P. Morgan Personal Investing offers award-winning investments, products and digital wealth management services to investors in the UK. We built the business with innovation as a core part of our ethos to give consumers the confidence and clarity to make informed investment decisions and achieve their financial goals.
Job Responsibilities
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Proactively identify and pursue new business opportunities to build and grow your own client bank
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Develop and maintain strong relationships with clients, understanding their financial goals and providing ongoing support.
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Provide coaching and mentoring to wealth consultants, sharing expertise and insights to help them achieve individual and team targets.
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Collaborate with the Business Development team to leverage existing client relationships and networks for business growth.
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Stay informed about market trends, investment products, and regulatory changes to provide informed insights to clients.
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Ensure compliance with all regulatory requirements and company policies, maintaining the highest standards of professionalism and integrity.
Required Qualifications, Capabilities, and Skills
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Extensive experience in wealth management, with a proven track record in client acquisition and relationship management.
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Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues.
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In-depth knowledge of UK investments, market trends, and regulatory requirements.
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QCF Level 4 qualified in financial planning or equivalent, with a commitment to ongoing professional development.
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Strong business development acumen
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Adept at driving sales growth and exceeding targets
Preferred Qualifications, Capabilities, and Skills
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Strategic thinker with a proactive approach to identifying and pursuing new business opportunities.
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RDR Compliant Level 6 Qualifications (CISI, CFA equivalent) are preferred.
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