Support Senior Wealth Managers by generating and qualifying leads, executing outreach and marketing campaigns, preparing client meeting materials, tracking pipeline activity, and building trusted client relationships to drive wealth management growth.
Description
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 an Analyst/Associate Business Development Consultant within our digital wealth management business, you’ll have a strong track record in sales, lead generation, and referrals, and will be working towards QCF Level 4 qualification or have the ability to achieve this within 18 months of joining.
Job Responsibilities:
- Develop lead generation and referral strategies that support Senior Wealth Managers’ growth goals.
- Prospect and engage clients and prospects through multiple channels to identify new business opportunities.
- Build trusted relationships by understanding client needs and aligning them to our wealth management solutions.
- Partner with marketing to execute campaigns that drive qualified leads and strengthen brand awareness.
- Provide timely, high-quality feedback on campaign performance to improve targeting and outcomes.
- Qualify inbound and outbound leads to ensure efficient handover to Senior Wealth Managers.
- Prepare Senior Wealth Managers for client meetings and presentations by supplying relevant insights and data.
- Track and maintain lead and referral activity to support consistent pipeline management.
- Monitor industry trends and competitor activity to spot opportunities and inform outreach approaches.
Required Qualifications, Capabilities, and Skills
- Proven experience in sales, lead generation, and referrals either within the financial services or wealth management industry, or transferable skills from other industries
- Strong communication and interpersonal skills, with the ability to engage and influence clients and prospects.
- Working towards QCF Level 4 qualification or ability to achieve this within 18 months of joining.
- Self-motivated and results-oriented, with a proactive approach to identifying and pursuing new business opportunities.
Preferred Qualifications, Capabilities, and Skills
- Experience collaborating within a team environment to support shared business goals.
- Familiarity with digital tools and platforms used for lead generation and client engagement.
- Experience supporting client meeting preparation (for example, organizing materials, insights, and pitch inputs).
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.
About UsJ.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.
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