Senior Wealth Manager

JPMorgan Chase & Co.; City of Edinburgh; On-site; GBP 65,000 - 85,000; Full time

Job summary

A leading digital wealth management firm in Edinburgh seeks an experienced Senior Wealth Manager to manage high-net-worth client relationships and build a client bank. The ideal candidate will have extensive experience in wealth management and a strong track record in client acquisition. This role offers a competitive salary along with opportunities for growth and professional development.

Benefits

Competitive salary and benefits package

Opportunities for professional growth

Qualifications

• Extensive experience in wealth management.
• In-depth knowledge of UK investments and market trends.
• Commitment to ongoing professional development.

Responsibilities

• Identify and pursue new business opportunities.
• Develop relationships with clients and support their financial goals.
• Coaching and mentoring wealth consultants.

Skills

Client acquisition

Relationship management

Communication skills

Business development

Education

QCF Level 4 qualified in financial planning or equivalent

RDR Compliant Level 6 Qualifications (CISI, CFA equivalent)

Job description

Job Description

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Nutmeg is a leading digital wealth management firm that specialises in providing managed solutions to retail clients. Our mission is to empower individuals to achieve their financial goals through innovative investment strategies and personalised service.

As an experienced and strategic Senior Wealth Manager, you'll 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.

Responsibilities

• Proactively identify and pursue new business opportunities to build and grow your own client bank
• Develop and maintain strong relationships with clients, understanding their financial goals and providing ongoing support.
• Provide coaching and mentoring to wealth consultants, sharing expertise and insights to help them achieve individual and team targets.
• Collaborate with the Business Development team to leverage existing client relationships and networks for business growth.
• Stay informed about market trends, investment products, and regulatory changes to provide informed insights to clients.
• Ensure compliance with all regulatory requirements and company policies, maintaining the highest standards of professionalism and integrity.

Required Qualifications, Capabilities, and Skills

• Extensive experience in wealth management, with a proven track record in client acquisition and relationship management.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues.
• In-depth knowledge of UK investments, market trends, and regulatory requirements.
• QCF Level 4 qualified in financial planning or equivalent, with a commitment to ongoing professional development.
• Strong business development acumen
• Adept at driving sales growth and exceeding targets

Preferred Qualifications, Capabilities, and Skills

• Strategic thinker with a proactive approach to identifying and pursuing new business opportunities.
• RDR Compliant Level 6 Qualifications (CISI, CFA equivalent) are preferred.

Why Join Us

• Opportunity to work with a leading digital wealth manager and contribute to innovative financial solutions.
• Collaborative and supportive work environment with opportunities for professional growth and development.
• Competitive salary and benefits package.

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

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.