Senior Wealth Manager

J.P. MORGAN-1; Scotland; Remote; GBP 70,000 - 90,000; Full time

Job summary

A leading digital wealth management firm in the UK is seeking a Senior Wealth Manager to develop client relationships and drive business growth. The role involves extensive experience in wealth management and excellent interpersonal skills. Join a collaborative team and enjoy competitive salary and benefits while contributing to innovative financial solutions.

Benefits

Competitive salary and benefits package

Professional growth and development opportunities

Qualifications

• Extensive experience in wealth management with a focus on client relationships.
• Excellent communication and interpersonal skills.
• Knowledge of market trends and regulatory requirements.

Responsibilities

• Identify and pursue new business opportunities.
• Develop relationships with clients to understand their financial goals.
• Collaborate with the Business Development team for growth.

Skills

Wealth management experience

Client acquisition

Interpersonal skills

Knowledge of UK investments

Business development acumen

Education

QCF Level 4 qualified in financial planning

RDR Compliant Level 6 Qualifications

Job description

Overview

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.

Key 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

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.