Wealth Management

4 days ago

Miami, United States JPMorganChase Full time
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 Latin America 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 Transitions Banker you provide support for market segmentation in the International Private Bank, Latam North business. The Transitions Banker is a key member of the Front Office team and works with the Business to manage a selected portfolio of clients and to assist non-strategic relationships exit the bank with the best possible experience.

Position Description

  • For a selected portfolio of clients, take over relationships from existing bankers and operate in a Client Advisor capacity and, if necessary, the transition of those relationships.
  • When necessary, proactively approach clients to communicate exit decisions and help clients coordinate the relationship transition successfully.
  • Adhere to internal and external policies and procedures regarding securities transactions, cross-border policies and code of conduct.
  • Prepare and maintain DDRs as requested by our internal policies and procedures.
  • Conduct investment reviews with clients to determine or validate current investment objectives and prepare alternatives of appropriate investment products.
  • Partner with clients until transition is complete, including, but not limited to, updating KYC information, conducting client meetings, monitoring asset transfer and handling ad-hoc queries.
  • Manage and retain key relationships with existing clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.

Required Qualifications, Capabilities, Skills

  • Bachelor’s degree or higher
  • Series 7 & Series 66
  • Minimum 3 years’ experience in Financial Services / International Private Banking
  • Client Management skills and effective communicator (both written and spoken) with a tenacity to resolve issues and conflicts.
  • Working knowledge of key regulatory controls and ability to manage accounts in accordance with firm policies and procedures.
  • Good judgment and ability to make independent decisions about complex issues and solutions.

Preferred Qualifications, Capabilities, Skills

  • Proactive, takes initiative, and uses critical thinking to solve problems
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
  • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans



ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

  • Wealth Management Advisor

    2 weeks ago

    Miami, Florida, United States Pacifica Continental Full time

    Job OverviewPacifica Continental, a leading European bank with an extensive presence in 11 countries, is seeking a seasoned Wealth Management Advisor to join its team in Miami, Florida. This role presents an exciting opportunity for experienced professionals to develop and maintain relationships with existing and prospective clients.

  • Client Service Associate

    1 month ago

    Miami, United States NewEdge Wealth Full time

    Job Summary: Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide...

  • Client Service Associate

    1 month ago

    miami, United States NewEdge Wealth Full time

    Job Summary:Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide...

  • Client Service Associate

    1 month ago

    Miami, United States NewEdge Wealth Full time

    Job Summary:Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide...

  • Client Service Associate

    1 month ago

    miami, United States NewEdge Wealth Full time

    Job Summary:Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide...

  • International Wealth Manager

    10 hours ago

    Miami, Florida, United States Banco de Credito e Inversiones Full time

    About the RoleAs a highly experienced Senior Financial Advisor and Business Development Leader, you will play a key role in driving business growth and maintaining profitable client relationships in Latin America. With a strong background in investments and banking products, you will develop and execute sales strategies to expand our client base and increase...

  • BBVA Global Wealth Advisors | Investments Risk

    11 minutes ago

    miami, United States BBVA Global Wealth Advisors Full time

    About Us: BBVA Global Wealth Advisors, part of the BBVA Group, is an SEC-registered investment adviser committed to providing exceptional financial advice and investment management services to our clients. We are dedicated to upholding the highest fiduciary standards and ensuring the best interests of our clients is always at the forefront of our...

  • Global Head of Wealth Management and Institutional Division

    10 hours ago

    Miami, Florida, United States Banco de Credito e Inversiones Full time

    About UsBanco de Credito e Inversiones (BCI) provides financial services to individuals and corporations, focusing on being a global leader in innovations and personalized client experience. As the third largest privately owned bank in Chile, we have more than 300 branch offices throughout Chile and representative offices in other countries.Job SummaryWe are...

  • Investment Operations Specialist

    8 hours ago

    Miami, Florida, United States Coastal Wealth Full time

    About the Position:We are seeking a highly skilled investment administrator to join our team at Coastal Wealth. In this role, you will be responsible for managing client accounts, analyzing portfolio performance, and optimizing investment strategies. Our ideal candidate has strong analytical skills, a solid understanding of financial markets, and excellent...

  • Wealth Management Client Associate

    1 week ago

    Miami, FL, United States Bank of America Full time

    Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Operations Analyst

    3 months ago

    Miami, United States Creand Wealth Management (Beta Capital) Full time

    Operations AnalystCreand Wealth Management is looking for an experienced Operations Analyst for our Brickell office. As a member of the Operations Department, you will support the Operations Manager to provide best-in-class service to both Broker Dealer and Registered Investment Advisory clients. You will have the opportunity to develop your own skill set...

  • Operations Analyst

    1 month ago

    miami, United States Creand Wealth Management (Beta Capital) Full time

    Operations AnalystCreand Wealth Management is looking for an experienced Operations Analyst for our Brickell office. As a member of the Operations Department, you will support the Operations Manager to provide best-in-class service to both Broker Dealer and Registered Investment Advisory clients. You will have the opportunity to develop your own skill set...

  • Operations Analyst

    3 months ago

    Miami, United States Creand Wealth Management (Beta Capital) Full time

    Operations AnalystCreand Wealth Management is looking for an experienced Operations Analyst for our Brickell office. As a member of the Operations Department, you will support the Operations Manager to provide best-in-class service to both Broker Dealer and Registered Investment Advisory clients. You will have the opportunity to develop your own skill set...

  • Operations Analyst

    2 months ago

    miami, United States Creand Wealth Management (Beta Capital) Full time

    Operations AnalystCreand Wealth Management is looking for an experienced Operations Analyst for our Brickell office. As a member of the Operations Department, you will support the Operations Manager to provide best-in-class service to both Broker Dealer and Registered Investment Advisory clients. You will have the opportunity to develop your own skill set...

  • Operations Manager/ COO

    4 weeks ago

    South Miami, United States Ascendo Resources Full time

    Dynamic and growing Wealth Management firm is seeking an Operations Manager/COO for their business.Based in South Miami this growing business wants the best of the best! You will be instrumental in shaping the structure of the team to take the business to the next level.You will be a highly motivated and detail-oriented individual. This is an exciting role...

  • Wealth Support Specialist II

    3 months ago

    Miami, United States Truist Financial Corporation Full time

    Provides client and advisor support to a team of Wealth, Legal Specialty or Medical Specialty Group advisors managing a portfolio of high net-worth clients. Closely works with assigned advisor(s) to meet the needs and objectives of the client, and wi Support Specialist, Wealth, Support, Specialist, Relationship Manager, Leader, Banking, Business Services

  • Client Onboarding Specialist

    3 weeks ago

    Miami, United States Guerra Wealth Advisors Full time

    Job description If you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name! The Client Onboarding Specialist is the liaison between new prospects and the advisor, providing excellent individualized client service and developing long-term relationships with clients. This position has an uncapped...

  • Wealth Support Specialist II

    2 weeks ago

    Miami, United States Truist Inc Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...

  • Wealth Support Specialist II

    2 weeks ago

    Miami, United States Truist Inc Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, youll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...

  • Finance Systems Director

    2 weeks ago

    Miami, United States Corient Private Wealth LLC. Full time

    Job OverviewWe are seeking a seasoned Financial Systems Director to spearhead the excellence of our Workday finance systems. This pivotal role demands expertise in administering finance ERP systems for large corporate entities, navigating multi-entity and multi-currency consolidation.Key ResponsibilitiesBecome the primary point of contact for Workday Finance...