Senior Wealth Manager | High Value Client Advisory

JPMorgan Chase & Co.; Greater London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A global financial services firm is seeking a Senior Wealth Manager in Greater London. The successful candidate will guide high value clients in their investment decisions, providing personalized support and managing relationships effectively. They will possess strong experience in Wealth Management, with a focus on regulatory compliance and client satisfaction. This position offers the opportunity to develop lasting relationships while ensuring that clients receive top-notch service tailored to their unique goals and needs.

Qualifications

• Previous relationship management experience in Wealth Management.
• Up to date knowledge of retail financial products and regulatory expectations.
• Ability to coach team members and generate new client leads.

Responsibilities

• Guide high value clients in their investment journey.
• Support clients with complex investment decisions.
• Engage with clients to ensure top-level service.

Skills

Relationship management

Business development

Investment products

Client care

Drive lead generation

Education

RDR Compliant Level 4 qualification (CISI, CFA equivalent)

RDR Compliant Level 6 Qualifications (CISI, CFA equivalent)

Job description

A global financial services firm is seeking a Senior Wealth Manager in Greater London. The successful candidate will guide high value clients in their investment decisions, providing personalized support and managing relationships effectively. They will possess strong experience in Wealth Management, with a focus on regulatory compliance and client satisfaction. This position offers the opportunity to develop lasting relationships while ensuring that clients receive top-notch service tailored to their unique goals and needs.