Wealth Consultant

JPMorgan Chase & Co.; Greater London; On-site; GBP 42,000 - 64,000; Full time

Job summary

J.P. Morgan Personal Investing in the UK is seeking a Wealth Consultant to provide comprehensive financial planning and wealth advice to clients. You will collaborate with Senior Wealth Managers to grow client relationships, prepare pitches, and ensure a smooth onboarding experience for new clients.

The role requires knowledge of UK investments, regulatory requirements, and a strong analytical approach to tailor investment strategies and improve outcomes.

Qualifications

• QCF Level 4 in financial planning or equivalent, achievable within 18 months.
• Experience dealing with retail clients.
• Knowledge of UK investments, market trends and regulatory requirements.
• Analytical mindset to assess client needs and craft tailored solutions.
• Proficiency with digital wealth management tools and platforms.

Responsibilities

• Collaborate with the Senior Wealth Manager to acquire new clients and expand relationships.
• Assist in preparing and delivering pitches and presentations to prospective clients.
• Support onboarding of new clients with a smooth, high-quality experience.
• Analyse client portfolios and guide investment strategies to improve outcomes.
• Monitor client 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

QCF Level 4 qualified in financial

Retail client experience

UK investments knowledge

Analytical mindset

Digital tools proficiency

Education

QCF Level 4 in financial planning

Tools

Wealth management platforms

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.

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