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Wealth Management - Prospector, Medellin - Latin America Private Bank - Executive Director

Req #: 170085581
Location: Bogota, DC, CO
Job Category: Relationship Management/Sales
Job Description:

The J.P. Morgan Private Bank, which includes both the Ultra High Net Worth and Emerging High Net Worth segments, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities. In a February 2017 survey of financial services professionals conducted by Euromoney, J.P. Morgan received various accolades, including Best Private Banking Services Overall for Latin America.

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.

 

Primary Function:

 

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 in Colombia
  • 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.

Requirements:

  • 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
  • Excellent interpersonal skills,
  • Bachelors degree required; MBA, JD or CFA preferred
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