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JPMorgan Latin America Private Bank - Business Developer Team Sao Paulo 
Brazil, São Paulo, São Paulo 
775972415

17.12.2024

Job Responsibilities

  • Develop strategies to generate new clients and generate new leads in the Brazil Market
  • Generate business results and acquire new assets, both from existing client base and new client acquisition
  • Partner with internal specialists to provide interdisciplinary expertise to clients when needed
  • 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

Required Qualifications, Capabilities, Skills

  • Bilingual: Portuguese/ English fluency both oral and written
  • 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

Preferred Qualifications, Capabilities, Skills

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