Senior Wealth Manager

JPMorgan Chase & Co.; City of Westminster; On-site; GBP 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in the United Kingdom is seeking a Senior Wealth Manager to proactively grow a client bank, manage high-net-worth relationships, and support new investors in their wealth journey.

You will apply deep market knowledge and a proven track record in client acquisition to deliver personalised investment solutions. The role emphasizes coaching wealth consultants, collaborating with Business Development, and staying ahead of market trends and regulatory changes.

Qualifications

• Extensive wealth management experience with proven client acquisition track record.
• Strong ability to build and maintain high-net-worth client relationships.
• Excellent communication and interpersonal skills.
• In-depth knowledge of UK investments, markets and regulatory requirements.

Responsibilities

• Identify and pursue new business opportunities to grow your client bank.
• Build and maintain strong relationships with clients and understand their goals.
• Coach and mentor wealth consultants to achieve targets.
• Collaborate with the Business Development team to leverage client networks.
• Stay informed on market trends, products and regulatory changes.
• Ensure compliance with regulations and company policies.

Skills

Client acquisition

Relationship management

Coaching and mentoring

Business development

Market awareness

Communication skills

Regulatory knowledge

Education

QCF Level 4 qualified in financial planning

RDR Compliant Level 6 Qualifications

Job description

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.,

• 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.


• 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.

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., 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.