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Senior Wealth Manager

JPMorgan Chase
London, GBR
Full-time
Senior
Onsite
Discovered 1 weeks ago
Business development

Full Job Posting

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.
  • #ICBCareers

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