Sourced directly from JPMorgan Chase & Co.'s own careers page
Senior Wealth Manager
JPMorgan Chase & Co.
City of Edinburgh, Scotland, United Kingdom["Full time"]
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Are you looking for a new opportunity to develop your career in Wealth
Management within J.P. Morgan Personal Investing?
As a Senior Wealth Manager, you will be responsible for proactively building and
growing your own client bank, managing high-net-worth client relationships,
along with helping those who are new to investing. This role requires a deep
understanding of the wealth management landscape and a proven track record in
client acquisition and relationship management.
J.P. Morgan Personal Investing offers award-winning investments, products and
digital wealth management services to investors in the UK. We built the business
with innovation as a core part of our ethos to give consumers the confidence and
clarity to make informed investment decisions and achieve their financial
goals.
Job Responsibilities
• Proactively identify and pursue new business opportunities to build and grow
your own client bank
• Develop and maintain strong relationships with clients, understanding their
financial goals and providing ongoing support.
• Provide coaching and mentoring to wealth consultants, sharing expertise and
insights to help them 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.
• 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.
• Strong business development acumen
• 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.
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
[https://careers.jpmorgan.com/us/en/how-we-hire/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.