JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, ultra-high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth (UHNW) individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.
Primary Function
As a Banker at J.P. Morgan, you will be accountable for identifying and developing client relationships with ultra-high net worth market in Paraguay, Argentina, Chile and Uruguay. As the brand ambassador for J.P. Morgan, the Banker leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. The Banker also leverages the specialists on their team in order to provide interdisciplinary and cross border expertise for our most complex clients. This role is primarily responsible for the client experience and engaging our resources to deliver a complete wealth management solution.
¢ Responsible for new client acquisition through prospecting, development of external and internal referral sources and use of personal and professional contacts, to deliver results
¢ Act as relationship manager for specific portfolio of clients and ensure every client has a positive experience
¢ Coordinate ongoing communication with the clients and orchestrate the execution of the client plan
¢ Develop a perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives
¢ 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
¢ Measurable track record of successfully selling to ultra-high net worth and/or high net worth clients
¢ Impeccable interpersonal and organizational skills
¢ Strong leadership and management skills along with high level of self-motivation
¢ Ability to work in a team based environment and assist in the development and retention of junior team members
Requirements
¢ Minimum of ten years of 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
¢ Bachelor™s degree required, MBA, JD, CFP, CFTA, CIMA or CFA strongly preferred
¢ Established network of COIs (centers of influence) and sources for referrals
¢ Series 7 & 66 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date
Keyword: consumer%20banking
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, ultra-high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth (UHNW) individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm.
Primary Function
As a Banker at J.P. Morgan, you will be accountable for identifying and developing client relationships with ultra-high net worth market in Paraguay, Argentina, Chile and Uruguay. As the brand ambassador for J.P. Morgan, the Banker leads new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. The Banker also leverages the specialists on their team in order to provide interdisciplinary and cross border expertise for our most complex clients. This role is primarily responsible for the client experience and engaging our resources to deliver a complete wealth management solution.
¢ Responsible for new client acquisition through prospecting, development of external and internal referral sources and use of personal and professional contacts, to deliver results
¢ Act as relationship manager for specific portfolio of clients and ensure every client has a positive experience
¢ Coordinate ongoing communication with the clients and orchestrate the execution of the client plan
¢ Develop a perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives
¢ 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
¢ Measurable track record of successfully selling to ultra-high net worth and/or high net worth clients
¢ Impeccable interpersonal and organizational skills
¢ Strong leadership and management skills along with high level of self-motivation
¢ Ability to work in a team based environment and assist in the development and retention of junior team members
Requirements
¢ Minimum of ten years of 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
¢ Bachelor™s degree required, MBA, JD, CFP, CFTA, CIMA or CFA strongly preferred
¢ Established network of COIs (centers of influence) and sources for referrals
¢ Series 7 & 66 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date
Keyword: consumer%20banking
JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants™ and employees™ religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the œWELL Health-Safety Rating for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm™s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm™s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
Equal Opportunity Employer/Disability/Veterans
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4.1 trillion. 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.
