International Private Bank- LATAM Prospector- Executive Director

Testing Site - JPMC

São Paulo

On-site

BRL 180,000 - 320,000

Full time

14 days+

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Job summary

J.P. Morgan International Private Bank in São Paulo seeks an experienced Business Developer to expand the client base by leveraging a robust platform and an extensive network.

You will develop strategies to attract new clients, generate leads, and coordinate across lines of business to deliver interdisciplinary advice for top-tier clients. The role requires strong sales drive, exceptional relationship management, and a track record of working with high-net-worth individuals in Brazil.

Qualifications

  • Develop new business through superior marketing skills in Brazil.
  • Broad knowledge of the Wealth Management business.
  • Proven sales success including prospecting, profiling, overcoming objections, negotiation, team selling, closing, and asking for referrals.
  • Connections within Private Banking core client space and professional centers of influence.
  • Strong relationship management and team-building skills.
  • Self-starter, organized and detail-oriented with strong commitment to accuracy.

Responsibilities

  • Grow new client acquisition through a broad knowledge of JPMorgan's platform and leverage your network to generate leads.
  • Develop strategies to attract new clients and coordinate across LOB's specialists for interdisciplinary expertise.

Skills

Business development
Wealth management knowledge
Prospecting
Negotiation
Closing sales
Team selling
Client relationship management
Networking within Private Banking

Education

Bachelor's degree
MBA
JD
CFA

Job description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

Your primary role as a Business Developer is to grow new client acquisition through a broad knowledge of JPMorgan's robust platform and leveraging your network. You will develop strategies to attract new clients and generate leads of potential new clients. As a Business developer, you 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 in Brazil
  • 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
  • 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
  • Fluent in Portuguese
  • Excellent interpersonal skills,
  • Bachelors degree required; MBA, JD or CFA preferred
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