Senior Wealth Manager

JPMorgan Chase & Co.; City of Edinburgh; On-site; GBP 90,000 - 130,000; Full time

Job summary

J.P. Morgan Personal Investing in the UK is seeking a Senior Wealth Manager to proactively build and grow their own client bank, managing high-net-worth relationships and guiding those new to investing.

This role requires deep wealth management expertise, strong communication, and a solid understanding of UK investments and regulatory requirements. You\'ll coach wealth consultants, collaborate with Business Development, and stay ahead of market trends.

Qualifications

• Extensive wealth management experience with proven client acquisition.
• Strong communication and interpersonal skills for client and team interactions.
• Deep knowledge of UK investments, markets, and regulatory requirements.

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.

Skills

Wealth management experience

Client acquisition and relationship mg

Communication and interpersonal skills

UK investments knowledge

Regulatory knowledge

Sales growth & targets

Education

QCF Level 4 in financial planning or equivalent

Job description

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

• 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.