Senior Wealth Manager: Grow High‑Net‑Worth Client Bank

JPMorgan Chase & Co.; Greater London; On-site; GBP 90,000 - 140,000; Full time

Job summary

J.P. Morgan Personal Investing in the UK is seeking a Senior Wealth Manager to proactively build and manage a growing client bank of high‑net‑worth clients, guiding them through investment decisions and wealth planning.

You will foster durable client relationships, stay ahead of market and regulatory changes, and coach wealth consultants to achieve team targets while driving business growth through strategic opportunities.

Qualifications

• Extensive experience in wealth management with a proven track record in client acquisition and relationship management.
• Excellent communication and interpersonal skills; ability to build rapport with clients and colleagues.
• In-depth knowledge of UK investments, market trends and regulatory requirements.
• QCF Level 4 qualified in financial planning or equivalent; commitment to ongoing professional development.
• Strong business development acumen and ability to drive sales growth.

Responsibilities

• Proactively identify and pursue new opportunities to build and grow your own client bank.
• Develop and maintain strong relationships with clients, understanding financial goals and providing ongoing support.
• Provide coaching and mentoring to wealth consultants to help them achieve targets.
• Collaborate with Business Development to leverage client relationships for growth.
• Stay informed about market trends, investment products and regulatory changes to provide informed insights to clients.
• Ensure compliance with regulatory requirements and company policies.

Skills

Wealth management

Client acquisition

Relationship management

Communication

UK investments knowledge

Regulatory knowledge

Business development

Sales growth

Education

QCF Level 4 in financial planning

RDR Compliant Level 6 (CISI/CFA equivalent)

Job description

J.P. Morgan Personal Investing in the UK is seeking a Senior Wealth Manager to proactively build and manage a growing client bank of high‑net‑worth clients, guiding them through investment decisions and wealth planning.

You will foster durable client relationships, stay ahead of market and regulatory changes, and coach wealth consultants to achieve team targets while driving business growth through strategic opportunities.