International Private Bank- LATAM Prospector- Executive Director
at J.P. Morgan
Posted 15 days ago
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Senior business development role focused on acquiring new High Net Worth and Ultra High Net Worth clients for J.P. Morgan's International Private Bank in LATAM. The Business Developer will create and execute client acquisition strategies, generate leads, leverage JPMorgan's platform and personal network, and coordinate across specialists to deliver interdisciplinary solutions. The role requires strong sales experience, wealth management knowledge, relationship-building skills, and is based in Sao Paulo; a minimum of 8 years' private banking experience and fluency in Portuguese are required.
- Compensation
- Not specified
- City
- Sao Paulo
- Country
- Brazil
Currency: Not specified
Full Job Description
Location: Sao Paulo, SP, Brazil
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
Your primary role as a Business Developer is to grow new client acquisition through a broad knowledge of JPMorgan's robust platform and leveraging your network. You will develop strategies to attract new clients and generate leads of potential new clients. As a Business developer, you will leverage and coordinate across LOB’s specialists to provide interdisciplinary expertise for our most complex clients.
Qualifications
- Ability to develop new business through superior marketing skills in Brazil
- Broad knowledge of the Wealth Management business
- Drive and ambitious with proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
- Experience or demonstrated understanding of investments, banking and fiduciary concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
- Connections within Private Banking core client space and professional centers of influence
- Strong relationship management and team building skills; views team concept as critical to model
- Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
Requirements
- Minimum of 8 years of experience in Private Banking working with High Net Worth and/or Ultra High Net Worth individuals and families or related fields within financial services in Brazil
- Fluent in Portuguese
- Excellent interpersonal skills,
- Bachelors degree required; MBA, JD or CFA preferred
Join a team delivering premiere service to high net worth clients through holistic financial advisement.
