Senior Wealth Manager

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Job Description

As a Senior Wealth Manager you will guide our high value clients and prospective clients to make informed decisions during their investment journey with Nutmeg. Your role involves helping them to navigate the Nutmeg offering and to provide personalised guidance in line with their investment goals and attitude to risk.

You will be working proactively to assist our clients and prospective clients and support them by providing guidance and information on complex and technical content in a simple and transparent way. You will understand the Nutmeg proposition and the features and benefits of our services and products, tailoring them to the client's personal needs and goals.

You will have the ability to analyse and research data and information and ensure that you are continually aware of process, products and services and how best to meet the needs of our clients in line with industry and regulatory changes.

This role will involve engaging with our most valuable nutmeg clients and identifying opportunities to increase the Client's share of assets with Nutmeg, whilst ensuring that they receive the very best level of service and support.

You will have a clear understanding of what makes a great client experience and you will embody a client first mentality - you will work across departments/processes and ensure the highest level service is delivered to our client base.

Required qualifications, capabilities and skills:

• Previous relationship management or business development experience within Wealth Management, working with investment products and dealing with clients across a range of asset values.
• Demonstrable practical awareness and up to date knowledge of retail financial products, markets, and current regulatory expectations.
• Ability to drive own lead generation and close business from a number of different opportunities and undertake detailed fact-finding conversations to understand client need as well as the ability to coach other members of the team and share best practice
• Proven ability to deliver and exceed targets for new business and retention and pro-actively manage new client referrals to generate long lasting relationships for the business.
• Working closely with our Quality & compliance team and ensuring that client files, documents and CRM systems are up to date and service quality is maintained.
• Compliant with regulations and internal procedures and standards, always treating client care as a priority
• RDR Compliant Level 4 qualification (CISI, CFA equivalent)

Preferred qualifications, capabilities and skills:

• RDR Compliant Level 6 Qualifications ( CISI, CFA equivalent )

About Us

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.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About the Team

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.