WM - Latin America Private Bank - Banker, Single Coverage - Brazil Team - Miami, FL
Posted on: 19 Feb 2021
Miami, FL
Job Description
JP Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of more than $2 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity.
The J.P. Morgan Private Bank, which includes both the Ultra High Net Worth and High Net Worth businesses, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities.
Primary Function
The Banker is the face of JPMorgan's Private Banking business. The Banker leads new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. This role is primarily responsible for the client experience and engaging our resources to deliver a complete wealth management solution.
* Responsible for sale and implementation of investment, banking and trust/estate products to core clients in the Brazil market
* Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients
* Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists and that accounts are properly maintained and serviced
* Build trust with clients and effectively manage relationships
* Ensure that the proposed products and services maximize the clients' needs, goals and objectives
* Provide guidance to junior staff
Qualifications
* 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 trust 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
* Coachable professional with good business sense and an energetic/dynamic personality
* Strong relationship management and team building skills; views team concept as critical to model
Requirements
* 8+ years of experience in Private Banking working with Ultra High Net Worth individuals and families or related fields within financial services
* Experience in managing and developing relationships with Ultra High Net Worth clients in Brazil
* Portuguese fluency oral and written required
* Bachelors degree required; MBA, JD or CFA preferred
JPMorgan Chase & Co.
New York, New York
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.
The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.
This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.
The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.
-
IndustryBanking/Financial Services
-
No. of Employees255,998
-
Website
-
Jobs Posted9051
