JPMorgan Chase Wealth Management - Latin America Private Bank - Investor, Andes Team - VP/ED - Miami in Miami, Florida

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 and was recognized in February 2018 by Euromoney as the best Private Bank Services Overall for Ultra High Net Worth individuals in Latin America.

Primary Function

As part of our team of specialists, the Investor is responsible for helping the Banker win new clients and deepens and strengthens existing client relationships through advising on investment solutions.

  • Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products

  • Provide clients with institutional service, advice, and cross asset class execution including equities, fixed income, derivatives, alternatives, and offer recommendations according to changing market conditions

  • Analyze, construct and manage investment portfolios, advising clients on asset allocation, tactical trading, portfolio rebalancing and hedging strategies.

  • Develop investment policy statements and advise on asset allocation

  • Closes sales of complex investment products

  • Focus on qualified purchaser clients and act as primary resource for investment communication

  • Build excellent working relationships with internal clients

  • Adhere to internal and external policies and procedures regarding securities transactions and code of conduct

  • Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors

  • Provide guidance to junior staff

  • Fluent in Spanish

  • In depth experience and/or knowledge of hedge funds, private equity and alternative investments

  • Able to execute trades smoothly and seamlessly and tasked with managing brokerage activity

  • Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

  • Conducts operations within FINRA and other regulatory agency guidelines and requirements

  • Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning

  • Ability to work in a team based environment

Position Requirements

  • 10+ years experience in Private Banking or Financial Services industry

  • Ideal candidate has prior experience providing complex investment solutions to Ultra High Net Worth families and/or individuals focused in Latin America

  • FINRA Licenses 7, 63 required

  • Bachelors degree required; MBA or CFA preferred

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.