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About the Role
Support the growth and retention of Jupiter’s business with key national wealth manager clients and other discretionary clients in London. Work closely with client investment teams, the UK Wealth team and wider UK Sales team to progress Jupiter funds from approved status to investment, defend existing holdings, and turn client and market insight into focused commercial action.
Responsibilities
- Grow and defend client relationships
- Build trusted working relationships with investment management teams at national wealth managers, particularly London-based clients
- Work with UK Wealth colleagues to identify priority firms, investment teams, funds and client opportunities, and agree clear account plans and next steps
- Drive conversion of Jupiter funds that are already on client approved lists by understanding each client’s selection process, portfolio needs and barriers to allocation
- Support the defence of existing Jupiter assets by maintaining regular client dialogue, identifying concerns or potential outflows early, and coordinating an appropriate response with sales colleagues and fund managers
- Develop and maintain strong technical knowledge of Jupiter’s funds, investment processes, portfolio roles, risks and relevant market context
- Capture and share client views on asset classes, investment styles and portfolio positioning, including areas attracting interest and areas facing reduced demand
- Translate client feedback and market developments into timely, practical insight for the UK Wealth team and investment colleagues
- Plan and deliver bespoke fund manager breakfasts, lunches and other meetings with a clear client rationale, relevant attendee list and agreed follow-up
- Prepare thoroughly for client meetings, support compelling and accurate investment discussions, record outcomes, and ensure actions are completed promptly
- Work collaboratively with sales colleagues, fund managers, product specialists, marketing and other internal teams to deliver a joined-up client experience
- Maintain accurate and current client, meeting, opportunity and asset-defence records in the firm’s CRM and reporting tools
- Provide clear updates on pipeline progression, client feedback, risks, agreed actions and outcomes; escalate material concerns promptly
- Follow Jupiter’s conduct, compliance and communications requirements in all client activity and materials
Requirements
- Experience working with UK wealth management clients, with established exposure to London-based firms and investment decision-makers
- A track record in a client-facing role within asset management or wealth management
- Good technical understanding of investments and financial markets, including the ability to explain fund strategies, portfolio roles and risks clearly
- Understanding of how wealth managers assess funds, use approved lists and progress ideas through research, due diligence and portfolio allocation
- Collaborative and dependable, with the confidence to take ownership and follow through on commitments
- Commercially focused and organised, able to prioritise across several client relationships and opportunities
- Credible communicator who can adapt technical investment information to the needs of different audiences
- Curious about client needs and market direction, with sound judgement about when to raise a concern or involve colleagues
- Salesforce competent
- This role is subject to the Conduct Rules set by the FCA
Skills
- Salesforce
Location
- London
Work Type
- Hybrid
Education Level
- Relevant investment qualification, or progress towards one, is desirable
About the Company
- Jupiter is one of the UK’s leading investment management companies with just over 500 employees and £73.7 billion worth of assets under management (as at 30th June 2026).
- Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and Dublin OEICs), separately managed accounts and sub-advised funds.
- Jupiter has experienced a period of international growth with offices open in EMEA and APAC.
- Our London office was designed to encourage employees to live active, healthy lives with floor-to-ceiling windows that allow for greater natural light and the benefit of a private balcony, table tennis room, cycle storage and on-site shower and locker facilities.
- The short distance to Green Park and St James' Park also provides employees with a natural space to relax during their lunch break and a healthy alternative to office-based meetings.
Equal Opportunity
- At Jupiter we are dedicated to building a diverse and inclusive workplace, so if you are interested in this role, but don’t think your experience aligns perfectly with every listed requirement in the job description, we would encourage you to apply. You may be the right person for this role.