At a Glance
- Tasks: Build and grow your own client bank while managing high-net-worth relationships.
- Company: Join J.P. Morgan Personal Investing, a leader in innovative wealth management.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity for career growth in a supportive and collaborative team.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Extensive wealth management experience and strong relationship-building skills.
The predicted salary is between 60000 - 80000 £ per year.
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.
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.
Senior Wealth Manager in Edinburgh employer: Jpmorgan Chase & Co.
J.P. Morgan Personal Investing is an exceptional employer, offering a dynamic work culture that fosters innovation and professional growth in the Wealth Management sector. As a Senior Wealth Manager, you will benefit from comprehensive training, mentorship opportunities, and access to award-winning investment products, all while working in a collaborative environment that values integrity and client success. Located in the UK, this role provides a unique chance to build meaningful relationships with high-net-worth clients and contribute to their financial journeys, making it a truly rewarding career choice.
