Wealth Planner & Client Growth Advisor

Aumni; Greater London; Presencial; GBP 65 000 - 95 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive salary

Growth opportunities

Collaborative environment

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Retail client management

UK investments knowledge

Analytical mindset

Digital tools proficiency

Formação académica

QCF Level 4 in financial planning

Descrição da oferta de emprego

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.