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International Private Bank- Business Developer- Executive Director

JPMorganChase
8 days ago
Full-time
On-site
Montreal, Quebec, Canada
Description

Primary 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