JPMorgan Chase Wealth Management - Latin America Private Bank - Banker, Mexico Team - Executive Director in New York, New York

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 and was recognized in February 2017 by Euromoney as the best Private Bank Services Overall for High Net Worth and Ultra High Net Worth individuals in Latin America.

Primary Function

The Banker is the face of JPMorgan's Private Banking business. The Banker leads new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. This role is primarily responsible for the client experience and engaging our resources to deliver a complete wealth management solution.

  • Responsible for sale and implementation of investment, banking and trust/estate products to core clients in the Mexico market

  • Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients

  • Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists and that accounts are properly maintained and serviced

  • Build trust with clients and effectively manage relationships

  • Ensure that the proposed products and services maximize the clients' needs, goals and objectives

  • Provide guidance to junior staff

  • 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 trust 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

  • Coachable professional with good "business sense" and an energetic/dynamic personality

  • Strong relationship management and team building skills; views team concept as critical to model

Requirements

  • 10+ years experience in Private Banking working with Ultra High Net Worth individuals and families or related fields within financial services

  • Experience in managing and developing relationships with Ultra High Net Worth clients in Mexico

  • Spanish fluency oral and written required

  • Bachelors degree required; MBA, JD or CFA preferred

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.