Location: EDINBURGH, MIDLOTHIAN, United Kingdom

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, youll 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.

 

Generate high-quality leads and referrals to grow client relationships for J.P. Morgan Personal Investing.