TJ Castro Lim

Energizer
DISC Type : I

Head of Digital Platforms (Product & Design), Private Bank at J.P. Morgan

New York, New York, United States

Overview

TJ Castro Lim is a Managing Director at J. P. Morgan, leading Digital Product & Design for the Private Bank. His expertise lies in creating digital solutions and user-centric experiences for wealth management clients, with a background that includes leadership roles at Goldman Sachs and UBS. He holds an MBA from The Wharton School and a BA from Yale University.

He is passionate about fostering a culture of innovation and creativity within his teams. His public posts frequently celebrate the achievements and promotions of his team members, highlighting the importance he places on teamwork and excellence.

Unique fact: He pioneered and led the first Digital Lab for Wealth Management USA during his time at UBS.

Personality Overview

Enthusiastic

Relationship Oriented

Imaginative

They excel at seeing the bigger picture, and the long-term impact of their decisions.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They are people oriented, friendly and like creating new connections.

Topics They Care About

Digital Wealth Platforms
He has led the development of digital platforms, including an award-winning mobile app, for elite private wealth management clients at J. P. Morgan, Goldman Sachs, and UBS.
Fostering Innovation
He actively promotes innovation, having pioneered a digital lab at UBS and currently running an annual innovation competition at J. P. Morgan.
Team Recognition
His social media activity consistently highlights his pride in his team, frequently posting congratulations for promotions and successful project completions.

Media Appearances

TJ has no verified media appearances

Work History

12-2021
Head of Digital Platforms (Product & Design), Private Bank at J.P. Morgan
7-2020 - 12-2021
Global Co-Head of Product, Private Wealth Management at Goldman Sachs
3-2016 - 7-2020
Head of the Digital Lab, Business Lead / Chief Product Owner at the Digital Factory at UBS
1-2014 - 3-2016
Investment Research Product Lead at Fidelity Investments
6-2012 - 7-2014
Private Banking Associate at J.P. Morgan

Education

2011 - 2013
MBA from The Wharton School
BA from Yale University

More Information

Social Presence :

Prographics :

Exp : 19 Location : New York, New York, United States Job Level : Mid-senior Designation : Head of Digital Platforms (Product & Design), Private Bank at J.P. Morgan
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Insights For Selling To TJ

During A Call Or A Meeting

DO's

  • Talk about their team and how your product will help them do things better and easier
  • Invite them for a lunch or a drink/coffee
  • Talk anecdotally about the customer experience that your product offers

DONT's

  • Avoid cutting into their flow
  • Don’t be excessively objective, be a storyteller
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with TJ is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from TJ

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will TJ move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can TJ take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And TJ

Personality Compatibility


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