Monique Valbuena

Pioneer
DISC Type : ids

Managing Director at J.P. Morgan Private Bank

Greater Chicago Area, United States

Overview

Monique Valbuena leads the U. S. Trusts Practice at J. P. Morgan as a Managing Director, overseeing approximately $70 billion in assets. A lawyer by training with a JD from Georgetown Law, she leads a team of around 200 specialists, focusing on comprehensive risk and client relationship management for individuals, families, and family offices.

Monique is focused on building her team and has recently promoted hiring opportunities in New Jersey and Chicago. She is a double graduate of Georgetown University, holding both a BA and a JD, suggesting a strong connection to the institutions community.

She brings a specialized legal perspective to her financial role, focusing on litigation case management and investment risk.

Personality Overview

Friendly But Fast

Dynamic But Sincere

Decisive But Friendly

They have the unique ability to win both love and respect from their team (or outsiders)  They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed If they are convinced, they can become very strong champions for your product

Topics They Care About

Fiduciary Risk Management
Her role is centered on mitigating and managing investment, litigation, and relationship risk for a trusts practice overseeing approximately $70 billion in assets.
Wealth Preservation
Her team advises clients on managing and administrating fiduciary accounts to create lasting legacies, and she shares content on protecting long-term wealth goals.
Cybersecurity in Finance
Recently shared content on the importance of understanding the risk landscape and protecting assets from AI-driven cyber attacks.

Media Appearances

Monique has no verified media appearances

Work History

3-2020
Managing Director at J.P. Morgan Private Bank
10-2021
Head of U.S. Trusts at J.P. Morgan
2-2020 - 10-2021
Executive Director & Regional Trust Team Lead (Midwest) at J.P. Morgan
1-2019 - 2-2020
Team Lead (Chicago and Charlotte) and Senior Trust Officer at Brown Brothers Harriman
8-2014 - 1-2019
Executive Director and Trust Officer at J.P. Morgan

Education

1993 - 1996
JD from Georgetown Law
1989 - 1993
BA from Georgetown University

More Information

Social Presence :

Prographics :

Exp : 12 Location : Greater Chicago Area, United States Job Level : Mid-senior Designation : Managing Director at J.P. Morgan Private Bank
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Insights For Selling To Monique

During A Call Or A Meeting

DO's

  • Use phrases like ‘your decision will’, ‘you will impact’ etc.
  • Showcase existing customers and use case-studies to grab their attention
  • Build a trustworthy relationship while keeping the product center-stage

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t be very informal during the early interactions even if they are being so themselves
  • Don’t hesitate from asking questions or pushing them, but take a formal approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Monique is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Monique

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Monique move?

  • They are generally fast movers and can take quick decisions
  • Can Monique take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Monique

Personality Compatibility


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