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Wealth Manager
mid · Retail & Commercial Banking
Behind every investment is a person with ambitions, motivations, and values—and your work helps turn those goals into reality. At J.P. Morgan Personal Investing, we combine a straightforward, transparent approach with the strength of a long-standing heritage to help clients invest with confidence. You will play a visible role in growing our client base by proactively engaging prospects and creating opportunities for Senior Wealth Managers. If you thrive on relationship-building, commercial impact, and a fast-moving digital environment, this is the role to grow your career.
As an Associate Wealth Manager in J.P. Morgan Personal Investing (UK), you partner with us to develop new client relationships and generate qualified leads that support the growth of our wealth management business. You will proactively engage clients and prospects, understand their goals, and connect them to the right solutions. You will work closely with Senior Wealth Managers and marketing partners to convert campaigns and conversations into referrals and appointments. We value a collaborative, client-first approach and a strong drive to deliver measurable outcomes.
Job Responsibilities:
- Develop and execute lead generation and referral strategies to support Senior Wealth Managers
- Engage proactively with clients and prospects across multiple channels to identify new business opportunities
- Build and maintain strong relationships with prospective clients by understanding needs, motivations, and goals
- Qualify leads and coordinate next steps, ensuring timely handoffs and a strong client experience
- Collaborate with marketing partners to support campaigns that increase engagement, awareness, and pipeline
- Provide high-quality feedback on campaign performance to improve targeting and outcomes
- Prepare for client meetings and presentations with relevant insights, data, and materials
- Track activity and outcomes to support consistent follow-up and performance against objectives
- Stay informed on industry trends and competitor activity to identify opportunities and refine outreach
Required Qualifications, Capabilities, and Skills
- Two years of experience in sales and lead generation within financial services, wealth management, or a directly transferable commercial role
- Two years of experience building pipelines through outbound outreach, referrals, and relationship development
- Hold a Qualification and Credit Framework Level 4 qualification (QCF Level 4)
- Demonstrated ability to communicate clearly and credibly with clients and prospects
- Proven ability to influence and build trust through consultative conversations
- Strong organization and follow-up discipline, with the ability to manage multiple prospects and priorities
- Self-motivated and results-oriented, with a proactive approach to identifying and pursuing opportunities
Preferred Qualifications, Capabilities, and Skills
- Experience working closely with senior advisors or wealth managers to support business development goals
- Confidence collaborating in a team environment and contributing to shared performance targets
- Familiarity with digital tools and platforms used for client engagement and lead generation
- Comfort using campaign insights and client feedback to improve outreach effectiveness
- Interest in digital wealth management and innovation-led client experiences
Why Join Us:
- Be part of a leading digital wealth management firm with a focus on innovation and client success.
- Opportunity to contribute to the growth and development of our business development strategy.
- Supportive work environment with opportunities for professional growth and advancement.
- Competitive salary and benefits package.