JPMorgan Senior Wealth Team Manager 

United Kingdom, Scotland 

275205493

As a Senior Wealth Team Manager, 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.

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.