Partner with Senior Wealth Managers to generate qualified leads and develop new client relationships. Proactively engage prospects across channels, qualify opportunities, coordinate handoffs, support marketing campaigns, prepare client materials, track activity, and provide feedback to improve outreach and pipeline growth.
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
- Six years of experience in sales and lead generation within financial services, wealth management, or a directly transferable commercial role
- Six years of experience building pipelines through outbound outreach, referrals, and relationship development
- Hold (or be able to obtain upon joining) 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.
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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