Senior Wealth Manager — Grow Elite Client Bank

JP Morgan Chase; City of Edinburgh; Vor Ort; GBP 90.000 - 130.000; Vollzeit

Zusammenfassung

J.P. Morgan Personal Investing in the UK is seeking a Senior Wealth Manager to proactively build and grow your own client bank, manage high-net-worth relationships, and help new investors navigate markets with confidence.

You will stay ahead of market trends, provide strategic investment guidance, mentor wealth consultants, collaborate with the Business Development team, and uphold the highest standards of integrity and regulatory compliance in every client interaction.

Qualifikationen

• Extensive experience in wealth management with a track record in client acquisition.
• Excellent communication and interpersonal skills.
• In-depth knowledge of UK investments and regulatory requirements.
• QCF Level 4 in financial planning or equivalent.
• Strong business development acumen.
• Ability to drive sales growth and exceed targets.

Aufgaben

• Identify and pursue new business opportunities to grow your own client bank.
• Develop and maintain client relationships, understanding financial goals and providing ongoing support.
• Coach and mentor wealth consultants to achieve targets.
• Collaborate with Business Development to leverage client networks.
• Stay informed about market trends and regulatory changes to provide insights.
• Ensure compliance with regulatory requirements and company policies.

Kenntnisse

Wealth management

Client acquisition

Relationship management

UK investments

Regulatory knowledge

Professional development

Ausbildung

QCF Level 4 financial planning

Jobbeschreibung

J.P. Morgan Personal Investing in the UK is seeking a Senior Wealth Manager to proactively build and grow your own client bank, manage high-net-worth relationships, and help new investors navigate markets with confidence.

You will stay ahead of market trends, provide strategic investment guidance, mentor wealth consultants, collaborate with the Business Development team, and uphold the highest standards of integrity and regulatory compliance in every client interaction.