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.

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