Vista previa de la oferta
Business Development Manager/Wealth Consultant
manager · Sales & Business Development
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.