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Wealth Consultant

JPMorgan Chase & Co., City of Westminster

Wealth Consultant

Salary Not Specified

JPMorgan Chase & Co., City of Westminster

  • Full time
  • Permanent
  • Onsite working

Posted 2 weeks ago, 8 Nov | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: 61a31d5af31e412bad6a1cfc446f02fb

Full Job Description

  • The role is to make outbound calls to existing and prospect customers to help increase Assets Under Management while providing outstanding customer support
  • To do this you will need to be persistent in calling existing campaigns (online journey dropouts) as well as testing new ones
  • You will be able to educate our customers on markets and reassure customers of any concerns they have
  • You will need to use your soft skills to adapt your tone to each customer and at times empathise when things are not as customers had hoped
  • You will be able to talk to the customers about Nutmeg products and investment styles and help with any queries the customer has about the website and will have the ability to cross sell on products.
  • You will work in partnership with the Wealth Manager team to manage relationships with clients and deliver additional new business.

    Do you have customer service experience within the financial industry and are looking for your next career opportunity ?, We are looking for someone who is motivated to take ownership of their pipeline and who will help improve the customer experience. You will be proactive in acquiring knowledge from within the business and externally from the industry to maintain an informed high-quality customer experience. You must manage your time effectively, there will be times when you are working across different tasks, without impacting the customer experience., Sales and retention experience is essential
  • Strong customer service and written and communication skills
  • Strong team player
  • Good problem solver
  • Experience in adding value to the customer journey
  • To consistently hit Key Performance Indicators set by your Manager
  • RDR Compliant Level 4 qualification (CISI, CFA equivalent) or willing to study towards <18m
    • Preferred qualifications, capabilities and skills:
  • Experience with investment products e.g. ISA/Pensions is desirable

    Nutmeg is the UK's largest truly digital wealth manager, offering clarity and transparency to both seasoned and first-time investors as they seek to achieve their financial goals. Launched in September 2012, Nutmeg combines an easy-to-use, adaptable investment service and market-leading human advice. Nutmeg is a J.P. Morgan company offering investments and digital wealth management services to consumers, complementing Chase's digital bank in the UK., 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., 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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