Senior Wealth Manager

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, and 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.

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.

Equal Employment Opportunity Statement

We are an equal‑opportunity employer and place a high value on diversity and inclusion. 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.