Summary

This wealth consultant role at J.P. Morgan Personal Investing focuses on financial planning and client relationship management. You’ll support client acquisition, onboarding, portfolio guidance, and retention within the Wealth Services team; no working arrangement is specified.

Responsibilities

• Develop strategies to acquire and retain clients
• Prepare pitches and presentations for prospective clients
• Guide new clients through the onboarding process
• Analyse portfolios and recommend investment strategy improvements
• Monitor client accounts and address service concerns
• Share insights on UK investment market developments
• Maintain records of client interactions and transactions