Wealth Consultant - Nutmeg London, England
Job description
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 now manages over £4.5bn on behalf of over 200,000 clients who have sought the powerful combination of 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.
At a time when people are seeking the closer relationship with money that technology can provide, Nutmeg:
- Has a team of over 240 employees
- Offers award winning stocks and shares ISA, Junior ISAs and Lifetime ISAs, as well as a personal pensions and general investment accounts
- Provides financial planning and advice alongside our award winning client services team
Job in a nutshell:
The role is to make outbound calls to existing and prospect customers to help increase AUM 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 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 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 work in partnership with the Wealth Manager team to manage relationships with clients and deliver additional new business.
We are looking for someone with a 'get up and go' attitude who will take ownership of their pipeline and will help improve the customer experience. You are 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're juggling lots of tasks, this should never affect the customer experience.
Requirements
Your skills:
- Sales and retention experience is essential
- Strong customer service and written and spoken communication skills
- Strong team player
- Good problem solver
- Experience with investment products e.g. ISA/Pensions is desirable
- Experience in adding value to the customer journey
- To consistently hit KPIs set by your Manager
- RDR Compliant Level 4 qualification (CISI, CFA equivalent) or willing to study towards
#ICBCareer
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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
