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. 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.
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.
About UsJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
Skills Required
- Extensive experience in wealth management with proven track record in client acquisition and relationship management.
- Excellent communication and interpersonal skills, able 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 commitment to ongoing professional development.
- Strong business development acumen.
- Adept at driving sales growth and exceeding targets.
- Strategic thinker with a proactive approach to identifying and pursuing new business opportunities.
- RDR Compliant Level 6 Qualifications (CISI, CFA equivalent).
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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