Grow new client acquisition across Chile by prospecting High Net Worth and Ultra High Net Worth individuals, generating leads, developing marketing strategies, coordinating cross-line specialists, managing relationships, and closing new private banking clients.
We are actively looking for a Prospector/Business Developer in our Santiago office. This would be on our LATAM South team; a group of talented financial professionals that seek to provide a first-class experience to clients across the southern cone 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.
Primary Function:
The primary role as a Prospector/Business Developer on our LATAM South team is to grow new client acquisition throughout Chile through a broad knowledge of JPMorgan's robust platform and leveraging your network. You will develop strategies to attract new clients and generate leads to 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
- 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, ideally in Private Banking working with High Net Worth and/or Ultra High Net Worth individuals and families or related fields within financial services in Chile (open to other lines of banking as well, like Corporate, Investment, etc... depending on the candidate's background/expertise/skillset, etc.)
- Excellent interpersonal skills, fluent in Spanish (and ideally English)
- Bachelor's degree required; MBA, JD or CFA preferred
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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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