1+ months

Wealth Management - Latin America Private Bank - Central America and Caribbean - Prospector - Miami, FL

Miami, FL 33128
  • Job Code
    210295000

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.

The J.P. Morgan Private Bank, which includes both the Ultra High Net Worth and High Net Worth businesses, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities.

Latin America

J.P. Morgan Private Bank has more than 160 years of experience helping Latin America™s wealthiest individuals, families, foundations and endowments grow, manage and sustain their wealth. We serve clients from more than 20 countries in Latin America and the Caribbean with offices across Latin America, in the United States and in Switzerland, with a total of over 400 employees.

Primary Function:

The Prospector's primary role is new business development, and he/she will grow new client acquisition through a broad knowledge of JPMorgan's robust platform. The Prospector will develop strategies to attract new clients and generate leads of potential new clients. The Prospector will leverage and coordinate across LOB™s specialists to provide interdisciplinary expertise for our most complex clients.

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
  • 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:

  • 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 Central American and Caribbean
  • Excellent interpersonal skills
  • Bachelors degree required; MBA, JD or CFA preferred
  • Series 7 & 66 registration required
  • Bilingual: Spanish / English fluency both oral and written

Keyword: consumer%20banking

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.

The J.P. Morgan Private Bank, which includes both the Ultra High Net Worth and High Net Worth businesses, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities.

Latin America

J.P. Morgan Private Bank has more than 160 years of experience helping Latin America™s wealthiest individuals, families, foundations and endowments grow, manage and sustain their wealth. We serve clients from more than 20 countries in Latin America and the Caribbean with offices across Latin America, in the United States and in Switzerland, with a total of over 400 employees.

Primary Function:

The Prospector's primary role is new business development, and he/she will grow new client acquisition through a broad knowledge of JPMorgan's robust platform. The Prospector will develop strategies to attract new clients and generate leads of potential new clients. The Prospector will leverage and coordinate across LOB™s specialists to provide interdisciplinary expertise for our most complex clients.

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
  • 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:

  • 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 Central American and Caribbean
  • Excellent interpersonal skills
  • Bachelors degree required; MBA, JD or CFA preferred
  • Series 7 & 66 registration required
  • Bilingual: Spanish / English fluency both oral and written

Keyword: consumer%20banking
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world™s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants™ and employees™ religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the œWELL Health-Safety Rating for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm™s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm™s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4.1 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Categories

Posted: 2022-06-01 Expires: 2022-10-29

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.

Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries.

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Wealth Management - Latin America Private Bank - Central America and Caribbean - Prospector - Miami, FL

JPMorgan Chase & Co.
Miami, FL 33128

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