JOB DESCRIPTION
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.
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.
Nutmeg is a leading digital wealth management firm specializing in providing managed solutions to retail clients. Our mission is to empower individuals to achieve their financial goals through innovative investment strategies and personalised service.
As a Wealth Consultant, You'll be focused on lead generation for Senior Wealth Managers and involves proactive engagement with clients and prospects. 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.
Key Responsibilities:
- Develop and implement strategies for generating leads and referrals to support the business development efforts of Senior Wealth Managers.
- Engage proactively with clients and prospects through various channels to identify opportunities for new business.
- Build and maintain strong relationships with potential clients, understanding their needs and aligning them with our wealth management solutions.
- Collaborate with the marketing team to create and execute campaigns that drive lead generation and brand awareness.
- Provide high quality feedback on different campaigns
- Support Senior Wealth Managers in preparing for client meetings and presentations, providing insights and data to enhance pitches.
- Stay updated on industry trends and competitor activities to identify new opportunities for growth.
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
- Work collaboratively in a team environment and support the goals of Senior Wealth Managers.
- Familiarity with digital tools and platforms used in lead generation and client engagement.
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.
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.
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