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Wealth Consultant

JPMorgan Chase & Co., City of Westminster

Wealth Consultant

Salary not available. View on company website.

JPMorgan Chase & Co., City of Westminster

  • Full time
  • Permanent
  • Onsite working

Posted 2 weeks ago, 21 Oct | Get your application in now before you miss out!

Closing date: Closing date not specified

Job ref: f63e013d85e84a55819ca5186372436c

Location ref: City of Westminster

Full Job Description

  • Collaborate with the Senior Wealth Manager to develop and execute strategies for acquiring new clients and expanding existing relationships.
  • Assist in the preparation and delivery of pitches and presentations to prospective clients.
  • Facilitate the onboarding process for new clients, ensuring a seamless transition and exceptional client experience.
  • Analyse client portfolios and provide guidance to increase share of wallet, optimise investment strategies and improve customer outcomes.
  • Monitor client accounts to ensure satisfaction and retention, addressing any issues or concerns promptly.
  • Stay informed about market trends and developments in UK investments to provide informed advice and insights to clients.
  • Maintain accurate records and documentation of client interactions and transactions.

    QCF Level 4 qualified in financial planning or equivalent - or ability to achieve this within 18 months of joining the team
  • Proven experience in dealing with retail clients
  • Knowledge of UK investments, including market trends and regulatory requirements.
  • Analytical mindset with the ability to assess client needs and develop tailored solutions.
  • Proficiency in digital tools and platforms used in wealth management.
    • Preferred Qualifications, Capabilities, and Skills
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
  • Ability to work collaboratively in a team environment and support the goals of Senior Wealth Managers

    Are you looking for a new opportunity to develop your career in Wealth Management within J.P. Morgan Personal Investing?
    • As a Wealth Consultant, you will be responsible for financial planning to help clients achieve their goals. This role requires a deep understanding of the wealth management landscape and a proven track record in client and relationship management. J.P. Morgan Personal Investing is the UK's leading digital wealth manager, combining cutting-edge technology with expert financial planning. As part of our growing Wealth Services team, you'll support our mission to make investing and advice more accessible and transparent., J.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., Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.

    Why Join Us:
  • Opportunity to work with a leading digital wealth manager and contribute to innovative financial solutions.
  • Collaborative and supportive work environment with opportunities for professional growth and development.
  • Competitive salary and benefits package.
    • #ICBCareers

Direct job link

https://www.jobs24.co.uk/job/wealth-consultant-127622388
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