at J.P. Morgan
Bulge Bracket Investment BanksPosted 4 days ago
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**Senior Wealth Manager** - Scots-based expertise needed for key role in J.P. Morgan Personal Investing - Proactive business development and high-net-worth relationship management - 10+ years wealth management experience, proven client acquisition track record - QCF Level 4 qualified, with strong UK market knowledge and sales acumen - Preference given for strategic thinkers with Level 6 RDR qualifications - Edinburugh, Midlothian, United Kingdom
- Compensation
- Not specified
- City
- Edinburgh
- Country
- United Kingdom
Currency: Not specified
Full Job Description
Location: EDINBURGH, MIDLOTHIAN, United Kingdom
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 bankDevelop 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 acumenAdept at driving sales growth and exceeding targetsPreferred 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.
Senior Wealth Manager
Apply nowSIMILAR OPPORTUNITIES
Senior Wealth Manager
Compensation
Not specified
City: Edinburgh
Country: United Kingdom
ExperiencedNo visa sponsorship**Senior Wealth Manager** - Scots-based expertise needed for key role in J.P. Morgan Personal Investing - Proactive business development and high-net-worth relationship management - 10+ years wealth management experience, proven client acquisition track record - QCF Level 4 qualified, with strong UK market knowledge and sales acumen - Preference given for strategic thinkers with Level 6 RDR qualifications - Edinburugh, Midlothian, United Kingdom
Full Job Description
Location: EDINBURGH, MIDLOTHIAN, United Kingdom
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 withinnovation 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 bankDevelop 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 acumenAdept at driving sales growth and exceeding targetsPreferred 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.
Senior Wealth Manager
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