Wealth Manager

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 ManagersEngage proactively with clients and prospects across multiple channels to identify new business opportunitiesBuild and maintain strong relationships with prospective clients by understanding needs, motivations, and goalsQualify leads and coordinate next steps, ensuring timely handoffs and a strong client experienceCollaborate with marketing partners to support campaigns that increase engagement, awareness, and pipelineProvide high-quality feedback on campaign performance to improve targeting and outcomesPrepare for client meetings and presentations with relevant insights, data, and materialsTrack activity and outcomes to support consistent follow-up and performance against objectivesStay informed on industry trends and competitor activity to identify opportunities and refine outreachRequired Qualifications, Capabilities, and SkillsTwo years of experience in sales and lead generation within financial services, wealth management, or a directly transferable commercial roleTwo years of experience building pipelines through outbound outreach, referrals, and relationship developmentHold a Qualification and Credit Framework Level 4 qualification (QCF Level 4)Demonstrated ability to communicate clearly and credibly with clients and prospectsProven ability to influence and build trust through consultative conversationsStrong organization and follow-up discipline, with the ability to manage multiple prospects and prioritiesSelf-motivated and results-oriented, with a proactive approach to identifying and pursuing opportunitiesPreferred Qualifications, Capabilities, and SkillsExperience working closely with senior advisors or wealth managers to support business development goalsConfidence collaborating in a team environment and contributing to shared performance targetsFamiliarity with digital tools and platforms used for client engagement and lead generationComfort using campaign insights and client feedback to improve outreach effectivenessInterest in digital wealth management and innovation-led client experiencesWhy 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. 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.Full timePosting Date: 2026-09-02