Wealth Consultant - Nutmeg
J.P. Morgan
midlothian, uk
Posted on Jul 21, 2025
Wealth Consultant - Nutmeg
EDINBURGH, MIDLOTHIAN, United Kingdom
Job Information
- Job Identification 210648418
- Job Category Product Development
- Business Unit Corporate Sector
- Posting Date 07/21/2025, 07:46 AM
- Locations 4-5 Lochside View, Edinburgh, City of Edinburgh, EH12 9DH, GB
- Job Schedule Full time
- Job Shift Day
Job Description
Nutmeg is a leading digital wealth management firm specializing in providing managed solutions to retail clients. Our mission is to empower individuals to achieve their financial goals through innovative investment strategies and personalised service.
As a Analyst or Associate Wealth Consultant, You'll work closely with a Senior Wealth Manager to pitch and win new business, onboard clients, increase share of wallet, and improve retention rates. This role is integral to our growth strategy and offers an exciting opportunity to contribute to the success of our digital wealth management platform.
Key Responsibilities:
- Collaborate with the Senior Wealth Manager to develop and execute strategies for acquiring new clients and expanding existing relationships.
- Assist in the preparation and delivery of pitches and presentations to prospective clients.
- Facilitate the onboarding process for new clients, ensuring a seamless transition and exceptional client experience.
- Analyse client portfolios and provide recommendations to increase share of wallet and optimise investment strategies.
- Monitor client accounts to ensure satisfaction and retention, addressing any issues or concerns promptly.
- Stay informed about market trends and developments in UK investments to provide informed advice and insights to clients.
- Maintain accurate records and documentation of client interactions and transactions.
Required Qualifications, Capabilities, and Skills
- QCF Level 4 qualified in financial planning or equivalent - or ability to achieve this within 18 months of joining the team
- Proven experience in dealing with retail clients
- Knowledge of UK investments, including market trends and regulatory requirements.
- Analytical mindset with the ability to assess client needs and develop tailored solutions.
- Proficiency in digital tools and platforms used in wealth management.
Preferred Qualifications, Capabilities, and Skills
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
- Ability to work collaboratively in a team environment and support the goals of Senior Wealth Managers.
Why Join Us:
- Opportunity to work with a leading digital wealth manager and contribute to innovative financial solutions.
- Collaborative and supportive work environment with opportunities for professional growth and development.
- Competitive salary and benefits package.
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.
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