JPMorgan Wealth Management - Latin America Private 

Panama 

587260832

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 6 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 Central America and Caribbean
• Excellent interpersonal skills
• Bachelors degree required; MBA, JD or CFA preferred