Wealth Consultant

Aumni; Greater London; On-site; GBP 65,000 - 95,000; Full time

Benefits offered by this job

Competitive salary

Growth opportunities

Collaborative environment

Job summary

J.P. Morgan Personal Investing is seeking a Wealth Consultant in the UK to perform financial planning and client relationship management. You will collaborate with senior professionals to develop wealth strategies and deliver tailored advice for high-value clients.

You will analyze portfolios, stay updated on market trends, and ensure a smooth onboarding experience for new clients. This role sits in a leading digital wealth platform with a focus on accessible, transparent investing.

Qualifications

• Experience in dealing with retail clients.
• Strong knowledge of UK investments and regulatory landscape.
• Analytical mindset to assess client needs and tailor solutions.
• Proficiency with digital tools and platforms used in wealth management.

Responsibilities

• Collaborate with Senior Wealth Manager to grow client base.
• Prepare and deliver pitches and presentations to prospects.
• Facilitate onboarding of new clients for a seamless experience.
• Analyze client portfolios to optimize investment strategies.
• Monitor accounts to ensure satisfaction and retention.
• Stay informed on UK market trends to provide informed advice.
• Maintain accurate records of client interactions and transactions.

Skills

Retail client management

UK investments knowledge

Analytical mindset

Digital tools proficiency

Education

QCF Level 4 in financial planning

Job description

Are you looking for a new opportunity to develop your career in Wealth Management within J.P. Morgan Personal Investing?

As a Wealth Consultant, you will be responsible for financial planning to help clients achieve their goals. This role requires a deep understanding of the wealth management landscape and a proven track record in client and relationship management.

J.P. Morgan Personal Investing is the UK’s leading digital wealth manager, combining cutting-edge technology with expert financial planning. As part of our growing Wealth Services team, you’ll support our mission to make investing and advice more accessible and transparent.

Key Responsibilities:

• Collaborate with the Senior Wealth Manager to develop and execute strategies for acquiring new clients and expanding existing relationships.
• Assist in the preparation and delivery of pitches and presentations to prospective clients.
• Facilitate the onboarding process for new clients, ensuring a seamless transition and exceptional client experience.
• Analyse client portfolios and provide guidance to increase share of wallet, optimise investment strategies and improve customer outcomes.
• Monitor client accounts to ensure satisfaction and retention, addressing any issues or concerns promptly.
• Stay informed about market trends and developments in UK investments to provide informed advice and insights to clients.
• Maintain accurate records and documentation of client interactions and transactions.

Required Qualifications, Capabilities, and Skills

• QCF Level 4 qualified in financial planning or equivalent - or ability to achieve this within 18 months of joining the team
• Proven experience in dealing with retail clients
• Knowledge of UK investments, including market trends and regulatory requirements.
• Analytical mindset with the ability to assess client needs and develop tailored solutions.
• Proficiency in digital tools and platforms used in wealth management.

Preferred Qualifications, Capabilities, and Skills

• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Ability to work collaboratively in a team environment and support the goals of Senior Wealth Managers

Why Join Us:

• Opportunity to work with a leading digital wealth manager and contribute to innovative financial solutions.
• Collaborative and supportive work environment with opportunities for professional growth and development.
• Competitive salary and benefits package.

#ICBCareers

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success. Wealth Consultant