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For Companies At a Glance
- Tasks: Make outbound calls to customers, educate them on investments, and enhance client relationships.
- Company: Join Nutmeg, a leading savings and investments team focused on customer satisfaction.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
- Why this job: Be part of a proactive team that values your input and commitment to customer success.
- Qualifications: Sales experience and strong communication skills are essential; investment knowledge is a plus.
- Other info: Opportunity to study for RDR Compliant Level 4 qualification within 18 months.
The predicted salary is between 36000 - 60000 £ per year.
As a Wealth Consultant within our Nutmeg Savings and Investments team, you will play a crucial role in enhancing our assets under management (AUM) by making outbound calls to existing and prospective customers. Your mission is to provide exceptional customer support while educating clients about our products and investment styles. You will collaborate with the Wealth Manager team to strengthen client relationships and drive new business opportunities. This role offers a dynamic environment where your proactive approach and commitment to customer satisfaction will be highly valued.
Job Responsibilities:
- Conduct outbound calls to existing and prospective customers to increase AUM and provide outstanding customer support.
- Engage with customers from online journey dropouts and test new campaign strategies.
- Educate customers on market trends and address any concerns they may have.
- Discuss Nutmeg products and investment styles, assisting with website queries and cross-selling opportunities.
- Adapt communication style to suit individual customer needs, demonstrating empathy when required.
- Partner with the Wealth Manager team to manage client relationships and generate new business.
- Take ownership of your sales pipeline and contribute to improving the overall customer experience.
- Stay informed about industry trends and internal developments to deliver a high-quality customer experience.
- Manage time effectively, ensuring customer experience remains a priority even when handling multiple tasks.
Required Qualifications, Capabilities, and Skills:
- Proven sales and retention experience.
- Strong customer service skills with excellent written and spoken communication abilities.
- Ability to work effectively as part of a team.
- Strong problem-solving skills.
- Consistently meet or exceed KPIs set by your manager.
- Experience with investment products such as ISAs and pensions.
- Demonstrated ability to add value to the customer journey.
- RDR Compliant Level 4 qualification (CISI, CFA equivalent) or willingness to study towards it within 18 months.
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Wealth Consultant employer: J.P. Morgan
Contact Detail:
J.P. Morgan Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Consultant
✨Tip Number 1
Familiarize yourself with Nutmeg's products and investment styles. Understanding the specifics of ISAs, pensions, and other investment options will allow you to engage more effectively with customers and demonstrate your expertise during calls.
✨Tip Number 2
Practice your communication skills by role-playing potential customer interactions. This will help you adapt your style to different customer needs and improve your ability to address concerns empathetically.
✨Tip Number 3
Stay updated on market trends and industry news. Being knowledgeable about current events will enable you to educate customers better and position yourself as a trusted advisor during conversations.
✨Tip Number 4
Network with professionals in the wealth management field. Building relationships with others in the industry can provide insights into best practices and may even lead to referrals or recommendations for your application.
We think you need these skills to ace Wealth Consultant
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Wealth Consultant. Familiarize yourself with Nutmeg's products and investment styles to demonstrate your knowledge in your application.
Tailor Your CV: Highlight your sales and customer service experience prominently in your CV. Use specific examples that showcase your ability to meet KPIs and enhance customer satisfaction, as these are crucial for this role.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for customer service and your proactive approach. Mention how your skills align with the job requirements and express your enthusiasm for contributing to Nutmeg's success.
Showcase Communication Skills: Since strong communication is key for this position, ensure your application materials are well-written and free of errors. Consider including examples of how you've effectively communicated with clients in past roles.
How to prepare for a job interview at J.P. Morgan
✨Showcase Your Sales Experience
Be prepared to discuss your previous sales and retention experiences in detail. Highlight specific examples where you successfully increased customer engagement or met KPIs, as this will demonstrate your ability to contribute to the company's goals.
✨Demonstrate Customer Service Skills
Since the role emphasizes exceptional customer support, be ready to share instances where you went above and beyond for a customer. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.
✨Stay Informed About Market Trends
Research current market trends and investment products like ISAs and pensions before the interview. This knowledge will not only help you answer questions confidently but also show your commitment to providing valuable insights to clients.
✨Adaptability in Communication
Practice adapting your communication style to different audiences. During the interview, demonstrate your ability to empathize and connect with various customer personas, as this is crucial for building strong client relationships.
