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- Tasks: Guide high-value clients in their investment journey and provide personalised financial advice.
- Company: Join Nutmeg, a fast-growing wealth management business with a client-first mentality.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real impact by helping clients achieve their financial goals with tailored guidance.
- Qualifications: Experience in wealth management and strong relationship-building skills required.
- Other info: Opportunity for career growth in a dynamic and compliant environment.
The predicted salary is between 36000 - 60000 £ per year.
Bring your expertise in Wealth Management and join a fast-growing business, using your potential to serve our clients! As a Senior Wealth Manager within our Wealth Management team, you will guide our high-value clients and prospective clients to make informed decisions during their investment journey with us. Your role involves helping them to navigate our offerings and to provide personalised guidance in line with their investment goals and attitude to risk. You will be working proactively to assist our clients and prospective clients, supporting them by providing guidance and information on complex and technical content in a simple and transparent way. You will understand our proposition and the features and benefits of our services and products, tailoring them to the client’s personal needs and goals.
Job responsibilities:
- Guide high-value clients and prospective clients to make informed decisions during their investment journey with Nutmeg.
- Help clients navigate the Nutmeg offering and provide personalised guidance in line with their investment goals and attitude to risk.
- Work proactively to assist our clients and prospective clients and support them by providing guidance and information on complex and technical content in a simple and transparent way.
- Understand the Nutmeg proposition and the features and benefits of our services and products, tailoring them to the client’s personal needs and goals.
- Analyse and research data and information and ensure that you are continually aware of process, products and services and how best to meet the needs of our clients in line with industry and regulatory changes.
- Engage with our most valuable Nutmeg clients and identify opportunities to increase the client’s share of assets with Nutmeg, whilst ensuring that they receive the very best level of service and support.
- Have a clear understanding of what makes a great client experience and embody a client-first mentality – work across departments/processes and ensure the highest level of service is delivered to our client base.
Required qualifications, capabilities and skills:
- Previous relationship management or business development experience within Wealth Management, working with investment products and dealing with clients across a range of asset values.
- Demonstrable practical awareness and up-to-date knowledge of retail financial products, markets, and current regulatory expectations.
- Ability to drive own lead generation and close business from a number of different opportunities and undertake detailed fact-finding conversations to understand client need as well as the ability to coach other members of the team and share best practice.
- Proven ability to deliver and exceed targets for new business and retention and pro-actively manage new client referrals to generate long-lasting relationships for the business.
- Working closely with our Quality & Compliance team and ensuring that client files, documents and CRM systems are up to date and service quality is maintained.
- Compliant with regulations and internal procedures and standards, always treating client care as a priority.
- RDR Compliant Level 4 qualification (CISI, CFA equivalent).
Preferred qualifications, capabilities and skills:
- RDR Compliant Level 6 Qualifications (CISI, CFA equivalent).
This role encompasses the performance of regulated activity. The successful candidate will therefore be subject to meeting regulatory requirements in the assessment of fitness, propriety, knowledge and competence (as assessed by the Firm) and (where appropriate) approval by the relevant regulatory authorities to carry out such activities.
Senior Wealth Manager - Nutmeg employer: Jpmorgan Chase & Co.
Contact Detail:
Jpmorgan Chase & Co. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Manager - Nutmeg
✨Tip Number 1
Network like a pro! Get out there and connect with people in the Wealth Management space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with someone from Nutmeg or any other company, make sure to highlight your knowledge of investment products and client management. Share examples of how you've helped clients achieve their goals – it’ll make you stand out!
✨Tip Number 3
Prepare for interviews by understanding Nutmeg’s offerings inside and out. Familiarise yourself with their services and think about how you can tailor your approach to meet client needs. This will show that you’re not just interested in the role, but genuinely invested in helping their clients succeed.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at Nutmeg. So, get your application in and let’s make it happen!
We think you need these skills to ace Senior Wealth Manager - Nutmeg
Some tips for your application 🫡
Show Your Wealth Management Expertise: Make sure to highlight your experience in Wealth Management. We want to see how you've guided clients before, so share specific examples of how you've helped them make informed investment decisions.
Tailor Your Application: Just like we tailor our services to meet client needs, tailor your application to reflect how your skills align with our job description. Use keywords from the posting to show that you understand what we're looking for.
Keep It Simple and Transparent: We value clear communication, so ensure your application is straightforward and easy to read. Avoid jargon and complex language; instead, focus on conveying your message in a simple way that reflects our client-first mentality.
Apply Through Our Website: We encourage you to apply directly through our website. This not only streamlines the process but also shows us you're genuinely interested in joining our team at Nutmeg. Let's get started on this journey together!
How to prepare for a job interview at Jpmorgan Chase & Co.
✨Know Your Stuff
Make sure you have a solid understanding of Nutmeg's offerings and how they align with clients' investment goals. Brush up on the latest trends in wealth management and be ready to discuss how you can tailor solutions to meet client needs.
✨Showcase Your Relationship Skills
Prepare examples that highlight your experience in relationship management. Think about times when you've successfully guided clients through complex decisions, and be ready to share how you built trust and rapport with them.
✨Be Proactive and Client-Focused
Demonstrate your proactive approach by discussing how you've identified opportunities for clients in the past. Show that you embody a client-first mentality by sharing specific instances where you went above and beyond to ensure a great client experience.
✨Stay Compliant and Informed
Familiarise yourself with the regulatory landscape and how it impacts wealth management. Be prepared to discuss how you ensure compliance in your work and how you keep up-to-date with industry changes to better serve clients.
