Wealth Management - Latin America Private Bank - Prospector - Brazil Team - Sao Paulo, Brazil

J.P. Morgan; São Paulo; Presencial; BRL 120.000 - 240.000; Tempo integral

Resumo da oferta

An established industry player is seeking a dynamic Prospector to drive new business development in Brazil's Private Banking sector. This role offers the chance to leverage a robust platform and collaborate with talented colleagues to generate new client leads and enhance client experiences. The ideal candidate will possess over six years of experience in financial services, a strong sales record, and the ability to communicate effectively in both Portuguese and English. Join a forward-thinking firm where your entrepreneurial spirit and client-focused approach can truly shine and make a significant impact on clients' wealth management journeys.

Qualificações

• 6+ years in Private Banking or Financial Services with proven sales success.
• Bachelor's Degree required; MBA, JD, CFA, or CFP preferred.

Responsabilidades

• Develop strategies for new client acquisition in the Brazil Market.
• Partner with specialists to provide expertise to clients.

Conhecimentos

Private Banking

Financial Services

Sales Success

Investments Knowledge

Wealth Planning

Bilingual (Portuguese/English)

Client Experience Focus

Formação académica

Bachelor's Degree

MBA

JD

CFA

CFP

Descrição da oferta de emprego

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.

As the Prospector, your primary role is new business development. You will grow new client acquisition through a broad knowledge of J.P. Morgan’s robust platform. You will develop strategies to generate new clients and generate new leads. You will leverage and coordinate across lines of business specialists to provide interdisciplinary expertise for our most complex clients.

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

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required; MBA, JD, CFA, or CFP preferred
• Proven sales success and strong business acumen
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Strong community presence with an established network
• Focuses on the client experience and works tirelessly on the client’s behalf
• Bilingual: Portuguese / English fluency both oral and written

Preferred Qualifications, Capabilities, Skills

• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Strong relationship management and team building skills

About the company

J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients' interests first.