Senior Wealth Team Manager

JPMorgan Chase & Co.; Mid Calder; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading digital wealth manager is seeking a Senior Wealth Team Manager in Mid Calder. This role involves managing a sales team, building relationships with high-net-worth clients, and driving sales growth. Candidates should have extensive wealth management experience, strong leadership skills, and be QCF Level 4 qualified in financial planning. The position offers a competitive salary and opportunities for professional growth.

Benefits

Collaborative work environment

Professional growth opportunities

Competitive salary and benefits package

Qualifications

• Extensive experience in wealth management with a proven track record in client acquisition.
• Strong leadership and team management skills.
• Excellent communication and interpersonal skills.

Responsibilities

• Identify and pursue new business opportunities.
• Deliver individual and monthly AUM targets.
• Lead and mentor a team of wealth consultants.
• Collaborate with the Business Development team for growth.

Skills

Wealth management experience

Leadership skills

Client acquisition

Relationship management

Communication skills

Education

QCF Level 4 qualified in financial planning

Job description

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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 a Senior Wealth Team Manager, You'll be responsible for managing a sales team of 6-8 individuals, in addition to proactively building and growing your own client bank, managing high-net-worth client relationships as well as those newer to investing and providing coaching and mentoring to wealth consultants to achieve business objectives. 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 of high-net-worth individuals.
• Deliver individual and monthly AUM targets by providing guidance to clients on the Nutmeg proposition
• Develop and maintain strong relationships with clients, understanding their financial goals and providing ongoing support.
• Lead and mentor a team of wealth consultants, providing guidance and support to 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.
• Strong leadership and team management skills, with the ability to inspire and motivate a team to achieve results.
• 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.

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.
• Leadership role with the ability to shape the future of our wealth management offering.
• Collaborative and supportive work environment with opportunities for professional growth and development.
• Competitive salary and benefits package.