DescriptionPrimary Function:
The 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
- 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 Canada
- Excellent interpersonal skills,
- Bachelors degree required; MBA, JD or CFA preferred