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 a Analyst/Associate Business Development Consultant with J.P.Morgan Personal Investing, 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. This role is focused on lead generation for Senior Wealth Managers and involves proactive engagement with clients and prospects.
Our team is at the heart of this venture, focused on getting smart ideas into the hands of our clients. We're looking for people who have a curious mindset, thrive in collaborative teams, and are passionate. By their nature, our people are solution‑oriented, commercially savvy and have a head for fintech. We work in cross‑disciplinary teams to focus on specific products, projects and client journeys - and you'll have the opportunity to move between them.
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
* Ability to 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.
About Us
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 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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