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