JPMorgan Chase Wealth Management - Latin America Private Bank - Prospector, Andes Team - ED - Miami in Miami, Florida
The J.P. Morgan Private Bank, which includes both the Ultra High Net Worth and High Net Worth businesses, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities and was recognized in February 2018 by Euromoney as the best Private Bank Services Overall for Ultra High Net Worth individuals in Latin America.
J.P. Morgan Private Bank has more than 160 years of experience helping Latin America’s wealthiest individuals, families, foundations and endowments grow, manage and sustain their wealth. We serve clients from more than 20 countries in Latin America and the Caribbean with offices across Latin America, in the United States and in Switzerland, with a total of over 400 employees.
The Prospector's primary role is new business development, and he/she will grow new client acquisition through a broad knowledge of JPMorgan's robust platform. The Prospector will develop strategies to attract new clients and generate databases of potential new clients. The Prospector will leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients.
Ability to develop new business through superior marketing skills
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 trust 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
Ability to multi-task and manage priorities effectively
Good judgment and problem solving skills
Absolute discretion when dealing with confidential matters
Ability to work both independently and as a team player
Exceptional follow-up and follow-through skills
General comfort level with Internet/Intranet usage and ability to learn proprietary software.
Bilingual; Spanish/English fluency both oral and written
Ten plus years experience in Private Banking working with High Net Worth and/or Ultra High Net Worth individuals and families or related fields within financial services covering Central America and Caribbean
Excellent interpersonal skills,
Bachelors degree required; MBA, JD or CFA preferred
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.