At a Glance
- Tasks: Drive lead generation and build relationships to support wealth management growth.
- Company: Join J.P. Morgan, a leader in digital wealth management with 150 years of heritage.
- Benefits: Competitive salary, professional growth opportunities, and a supportive work environment.
- Other info: Collaborative team culture focused on innovation and client success.
- Why this job: Make a real impact in clients' financial journeys while developing your career.
- Qualifications: Sales experience and strong communication skills; QCF Level 4 qualification preferred.
Description
Behind every investment is a person with ambitions, motivations and values. While we know that every client is unique, they come to J.P. Morgan Personal Investing for the same reason: our straightforward and transparent approach to investing, and the trust that 150 years of J.P. Morgan heritage brings.
J.P. Morgan Personal Investing offers award-winning investments, products and digital wealth management services to over 275,000 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.
As an Analyst/Associate Business Development Consultant within our digital wealth management business, you’ll have a strong track record in sales, lead generation, and referrals, and will be working towards QCF Level 4 qualification or have the ability to achieve this within 18 months of joining.
Job Responsibilities:
- Develop lead generation and referral strategies that support Senior Wealth Managers’ growth goals.
- Prospect and engage clients and prospects through multiple channels to identify new business opportunities.
- Build trusted relationships by understanding client needs and aligning them to our wealth management solutions.
- Partner with marketing to execute campaigns that drive qualified leads and strengthen brand awareness.
- Provide timely, high-quality feedback on campaign performance to improve targeting and outcomes.
- Qualify inbound and outbound leads to ensure efficient handover to Senior Wealth Managers.
- Prepare Senior Wealth Managers for client meetings and presentations by supplying relevant insights and data.
- Track and maintain lead and referral activity to support consistent pipeline management.
- Monitor industry trends and competitor activity to spot opportunities and inform outreach approaches.
Required Qualifications, Capabilities, and Skills
- Proven experience in sales, lead generation, and referrals either within the financial services or wealth management industry, or transferable skills from other industries
- Strong communication and interpersonal skills, with the ability to engage and influence clients and prospects.
- Working towards QCF Level 4 qualification or ability to achieve this within 18 months of joining.
- Self-motivated and results-oriented, with a proactive approach to identifying and pursuing new business opportunities.
Preferred Qualifications, Capabilities, and Skills
- Experience collaborating within a team environment to support shared business goals.
- Familiarity with digital tools and platforms used for lead generation and client engagement.
- Experience supporting client meeting preparation (for example, organizing materials, insights, and pitch inputs).
Why Join Us:
- Be part of a leading digital wealth management firm with a focus on innovation and client success.
- Opportunity to contribute to the growth and development of our business development strategy.
- Supportive work environment with opportunities for professional growth and advancement.
- Competitive salary and benefits package.
Business Development Manager/Wealth Consultant in Edinburgh employer: JPMorganChase
JPMorganChase is an exceptional employer, offering a dynamic work environment in Greater London where innovation thrives. With a strong commitment to diversity and inclusion, employees benefit from collaborative agile teams, extensive professional development opportunities, and the chance to work on cutting-edge technology products that shape the future of finance. Join us to be part of a culture that values your contributions and supports your growth.
StudySmarter Expert Advice🤫
We think this is how you could land Business Development Manager/Wealth Consultant in Edinburgh
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like JPMorganChase. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Business Development Manager/Wealth Consultant in Edinburgh
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to JPMorganChase.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on JPMorganChase's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at JPMorganChase
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with JPMorganChase.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at JPMorganChase will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former JPMorganChase employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
