Wealth Consultant: Digital Investing & Client Growth

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

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.