Job Responsibilities
- Develop strategies to generate new leads in the Latam South Market
- Connect your clients across all lines of business of J.P. Morgan Chase & Co.
- Strictly adhere to all risk and control policies, regulatory guidelines and security measures
- 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
Required Qualifications, Capabilities, Skill
- Business plan required with application
- Licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Bilingual: Spanish / English fluency both oral and written
- 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
- Proven sales success and strong business acumen
- Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
- Strong community presence with an established network
- Bachelors degree required
Preferred Qualifications, Capabilities, Skills
- 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 Latam South
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
- Strong relationship management and team building skill