Expoint - all jobs in one place

המקום בו המומחים והחברות הטובות ביותר נפגשים

Limitless High-tech career opportunities - Expoint

JPMorgan Wealth Management - Latin America Private Bank Prospector Bogota CO 
Colombia, Bogota 
968508126

07.09.2024

JP Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of more than $2 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity.

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