Wealth Management - Latin America Private Bank - Banker - Paraguay, Argentina, Chile, Uruguay Team - Miami, FL
Job Details
Full Job Description
We are actively looking for exceptionally talented
individuals who are collaborative, confident and motivated to provide
a first-class experience to clients within J.P. Morgan’s U.S. Private
Bank. If you have an entrepreneurial mindset and are looking to
constantly challenge yourself, J.P. Morgan is the place for you. You
will be working alongside a team of talented colleagues from other
markets, businesses and functions to provide you with the opportunity
to take your career to the next level.
As a Private Banker in
the U.S. Private Bank, you are responsible for advising families on
building, preserving and managing their wealth. You will use your
knowledge of investments, financial planning, credit and banking to
both advise current clients on all aspects of their balance sheet and
generate new client acquisition. You will be part of a local team and
supported by an institutional platform that has the resources,
specialists and intellectual capital to help you advise clients on
achieving their desired goals.
Job Responsibilities:
• Manage and maintain
relationships with clients by earning trust, thoroughly understanding
client needs, providing targeted advice, developing thoughtful
solutions and delivering an exceptional client experience
•
Generate business results and acquire new assets, both from existing
client base and new client acquisition
• Advise clients on
their overall balance sheet, including asset allocation, investment
management, wealth planning, credit and banking needs
• Partner
with internal specialists to provide interdisciplinary expertise to
clients when needed
• Connect your clients across all lines of
business of J.P. Morgan Chase & Co.
• Ensure that proposed
solutions fulfill clients' needs and objectives in the short, medium
and long term through a holistic goals based planning approach
•
Strictly adhere to all risk and control policies, regulatory
guidelines and security measures
Required qualifications, capabilities and skills:
• Six plus
years of work experience prospecting, acquiring, and developing
private banking/wealth management relationships with ultra-high net
worth individuals and families in Paraguay, Argentina, Chile and
Uruguay
• Spanish fluency oral and written required
•
Series 7, 66 licenses required for position; unlicensed candidates
considered, but required to obtain licenses within 90 days of start
date
• Proven sales success and strong business acumen
•
Strong community presence with an established network
•
Experience or demonstrated understanding of investments, wealth
planning, credit and banking concepts
• Bachelor’s Degree
required Bachelor’s Degree required
Wealth Management - Latin America Private Bank - Banker - Paraguay, Argentina, Chile, Uruguay Team - Miami, FL
260312-South Florida Region Admin
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