Senior Wealth Team Manager

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 a Senior Wealth Team Manager, within J.P. Morgan Personal Investing, You'll be responsible for managing a sales team of 6-8 individuals, in addition to proactively building and growing your own client bank, managing high-net-worth client relationships as well as those newer to investing and providing coaching and mentoring to wealth consultants to achieve business objectives. This role requires a deep understanding of the wealth management landscape and a proven track record in client acquisition and relationship management.

Our team is at the heart of this venture, focused on getting smart ideas into the hands of our clients. We're looking for people who have a curious mindset, thrive in collaborative teams, and are passionate. By their nature, our people are solution-oriented, commercially savvy and have a head for fintech. We work in cross-disciplinary teams to focus on specific products, projects and client journeys - and you'll have the opportunity to move between them.

Key Responsibilities:

• Proactively identify and pursue new business opportunities to build and grow your own client bank of high-net-worth individuals.
• Deliver individual and monthly AUM targets by providing guidance to clients on the Nutmeg proposition.
• Develop and maintain strong relationships with clients, understanding their financial goals and providing ongoing support.
• Lead and mentor a team of wealth consultants, providing guidance and support to 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.
• Strong leadership and team management skills, with the ability to inspire and motivate a team to achieve results.
• 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.

Why Join Us:

• Opportunity to work with a leading digital wealth manager and contribute to innovative financial solutions.
• Leadership role with the ability to shape the future of our wealth management offering.
• Collaborative and supportive work environment with opportunities for professional growth and development.
• Competitive salary and benefits package.