Asset Management – WealthManager+ and Direct Client Business Proposition Manager – Associate/VP recruitment

The Function

J.P. Morgan Asset Management’s UK Retail Direct Client business has circa US$3.7bn of assets under management and circa 130,000 clients. The key business objectives are to maximise retention of these existing clients/assets as well as acquire new clients.

The J.P. Morgan WealthManager+ platform enables clients to manage all their investments in one place. This online wrap platform supports both the direct client OEIC and Investment Trust businesses. WealthManager + provides products and services which include ISAs, a self-invested pension plan (SIPP), risk profiling and research tools and guided investment solutions. The investment universe available includes funds, trusts, FTSE all share equities, ETFs, gilts and bonds.

The WealthManager+ and Direct Client Business Management Team is responsible for managing this business channel with a focus on achieving sales targets and developing the proposition including new products and services and platform enhancements. 

Reporting

The jobholder will report to the Head of WealthManager+ and the Direct Client Business.

Role

The role involves all aspects of business and platform proposition development in order to deliver a competitive client offering which drives sales and supports the marketing and client servicing objectives. 

Main Responsibilities

Initial specific responsibilities

  1. Platform enhancements
  2. Website – education, guidance, decision trees, tools and insights
  3. Client Services strategy
  4. Junior ISA and Saving for Children
  5. Retirement Solutions

Key Internal Contacts

Key External Contacts

Skills and Knowledge

Personal qualities

Performance measures