*primary function*
your primary role is new business development, and you will grow new client acquisition through a broad knowledge of jpmorgan's robust platform. You will develop strategies to attract new clients and generate leads of potential new clients. You will leverage and coordinate across lines of businesses specialists to provide interdisciplinary expertise for our most complex clients.
*qualifications*
- 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 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*:
- bilingual: spanish / english fluency both oral and written
- 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 mexico
- excellent interpersonal skills,
- bachelors degree required; mba, jd or cfa preferred
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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.