Behind every investment is a person with ambitions, motivations, and values—and your work helps turn those goals into reality. At J.P. Morgan Personal Investing, we combine a straightforward, transparent approach with the strength of a long-standing heritage to help clients invest with confidence. You will play a visible role in growing our client base by proactively engaging prospects and creating opportunities for Senior Wealth Managers. If you thrive on relationship-building, commercial impact, and a fast-moving digital environment, this is the role to grow your career.
As an Associate Wealth Manager in J.P. Morgan Personal Investing (UK), you partner with us to develop new client relationships and generate qualified leads that support the growth of our wealth management business. You will proactively engage clients and prospects, understand their goals, and connect them to the right solutions. You will work closely with Senior Wealth Managers and marketing partners to convert campaigns and conversations into referrals and appointments. We value a collaborative, client-first approach and a strong drive to deliver measurable outcomes.
Job Responsibilities:
- Develop and execute lead generation and referral strategies to support Senior Wealth Managers
- Engage proactively with clients and prospects across multiple channels to identify new business opportunities
- Build and maintain strong relationships with prospective clients by understanding needs, motivations, and goals
- Qualify leads and coordinate next steps, ensuring timely handoffs and a strong client experience
- Collaborate with marketing partners to support campaigns that increase engagement, awareness, and pipeline
- Provide high-quality feedback on campaign performance to improve targeting and outcomes
- Prepare for client meetings and presentations with relevant insights, data, and materials
- Track activity and outcomes to support consistent follow-up and performance against objectives
- Stay informed on industry trends and competitor activity to identify opportunities and refine outreach
Required Qualifications, Capabilities, and Skills
- Two years of experience in sales and lead generation within financial services, wealth management, or a directly transferable commercial role
- Two years of experience building pipelines through outbound outreach, referrals, and relationship development
- Hold a Qualification and Credit Framework Level 4 qualification (QCF Level 4)
- Demonstrated ability to communicate clearly and credibly with clients and prospects
- Proven ability to influence and build trust through consultative conversations
- Strong organization and follow-up discipline, with the ability to manage multiple prospects and priorities
- Self-motivated and results-oriented, with a proactive approach to identifying and pursuing opportunities
Preferred Qualifications, Capabilities, and Skills
- Experience working closely with senior advisors or wealth managers to support business development goals
- Confidence collaborating in a team environment and contributing to shared performance targets
- Familiarity with digital tools and platforms used for client engagement and lead generation
- Comfort using campaign insights and client feedback to improve outreach effectiveness
- Interest in digital wealth management and innovation-led client experiences
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.
Skills Required
- Six years of experience in sales and lead generation within financial services, wealth management, or a directly transferable commercial role
- Six years of experience building pipelines through outbound outreach, referrals, and relationship development
- Hold or be able to obtain a Qualification and Credit Framework Level 4 qualification (QCF Level 4)
- Demonstrated ability to communicate clearly and credibly with clients and prospects
- Proven ability to influence and build trust through consultative conversations
- Strong organization and follow-up discipline, ability to manage multiple prospects and priorities
- Self-motivated and results-oriented with a proactive approach to identifying and pursuing opportunities
- Experience working closely with senior advisors or wealth managers to support business development goals
- Confidence collaborating in a team environment and contributing to shared performance targets
- Familiarity with digital tools and platforms used for client engagement and lead generation
- Comfort using campaign insights and client feedback to improve outreach effectiveness
- Interest in digital wealth management and innovation-led client experiences
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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