Senior Wealth Manager: Build & Elevate Your Private Client Book

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

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.