Wealth Consultant

Do you have customer service experience within the financial industry and are looking for your next career opportunity ?

As a Wealth Consultant within Nutmeg, a J.P. Morgan company, you will be instrumental in improving the customer experience and increasing Assets Under Management. 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 will manage your time effectively, working across different tasks without impacting the customer experience. Your role will involve making outbound calls to existing and prospect customers, educating them on markets, and addressing their concerns. You will adapt your tone to each customer, empathize when needed, and discuss Nutmeg products and investment styles. You will also work in partnership with the Wealth Manager team to manage client relationships and deliver additional new business.

Job Responsibilities:

• Make outbound calls to existing and prospect customers to help increase Assets Under Management while providing outstanding customer support
• Be persistent in calling existing campaigns (online journey dropouts) as well as testing new ones
• Educate our customers on markets and reassure customers of any concerns they have
• Use your soft skills to adapt your tone to each customer and at times empathise when things are not as customers had hoped
• 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.
• Work in partnership with the Wealth Manager team to manage relationships with clients and deliver additional new business.

Required qualifications, capabilities and skills:

• 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

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 our 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.