Trabaja en J.P. Morgan Private Bank
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No solo creamos empleo.
Creamos legados.
Eleva tu carrera con J.P. Morgan
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Inmensamente colaborativo.
Banca privada, de alto nivel.
Durante más de 200 años, J.P. Morgan Private Bank ha ayudado a personas y familias de todo el mundo en cada etapa de su vida financiera. Aportamos conocimientos indispensables y perspectivas personalizadas con el fin de ayudar a nuestros clientes. Nuestro negocio está creciendo con gran dinamismo y es un momento realmente emocionante para unirse a nuestro equipo.
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Our presence is over 100 markets around the globe means we can serve millions of consumers, small businesses and many of the world's most important corporate and institutional clients.
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No solo creamos trabajos.
Creamos empleo.
Nos esforzamos por ser los mejores, no los más grandes. Nuestro objetivo es el impacto, no el tamaño.
Mary Callahan Erdoes
Chief Executive Officer
J.P. Morgan Asset & Wealth Management
Nuestro firme compromiso con prestar un servicio excepcional al cliente es un sello distintivo de J.P. Morgan Private Bank.
Martin Marron
Chief Executive Officer
J.P. Morgan International Private Bank
No hablamos solo de diversidad e inclusión: las vivimos. Lanzamos una amplia red para atraer talento de todos los ámbitos de la vida.
Adam Tejpaul
Head of Investments and Engagement
J.P. Morgan International Private Bank
En J.P. Morgan Private Bank, nuestros asesores son compañeros de confianza, lo que permite a los clientes construir, proteger y hacer crecer sus legados financieros con dedicación y conocimiento.
Edinardo Figueiredo
Chief Executive Officer for Latin America
J.P. Morgan Private Bank
Nuestra prioridad es gestionar carteras basadas en objetivos, pero nuestro mayor valor es la inversión en personas.
Ezequiel Lazcano
Head of Investments and Advice, Latin America & GFG
J.P. Morgan Private Bank
Únase a nuestra familia en J.P. Morgan Private Bank, donde su crecimiento es nuestra misión.
Carly Pierpoint
Head of Global Private Bank Solutions
Talent Acquisition and Growth Strategy
J.P. Morgan Private Bank
TIME nombra a
JPMorgan Chase una de las 100 empresas más influyentes de 2023
Global Finance nombra a
J.P. Morgan “Mejor banca privada del mundo”
LinkedIn incluye a
JPMorgan Chase en su lista de empresas más destacadas de 2024
Euromoney nombra a
J.P. Morgan “Mejor banca privada del mundo”
ALGUNOS DE NUESTROS PREMIOS
La ventaja de J.P. Morgan
El apoyo que mereces
nuestro impacto
Fuerza y estabilidad
Nuestra plataforma
Tratamos de asegurarnos de que nuestros clientes nunca nos dejen atrás. Haremos lo mismo con tu carrera.
La ventaja de J.P. Morgan
Nuestro compromiso de ayudar a los clientes de América Latina se remonta al siglo XIX. Como resultado de nuestra larga presencia, hemos establecido relaciones a largo plazo y de confianza con líderes de la industria de América Latina, instituciones financieras, gobiernos, empresas familiares y clientes privados.
Why consider a career at J.P. Morgan Private Bank?
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La ventaja de J.P. Morgan
Nuestra reconocida marca te ofrecerá
oportunidades únicas
How We Support Advisors
Líder mundialmente reconocido en la gestión del patrimonio digital: cuando su lugar de trabajo ha obtenido prestigiosos galardones como el nuestro, cada aspecto de su trabajo se vuelve más fácil y más impactante. En los últimos cinco años, hemos realizado inversiones sin precedentes en nuestras infraestructuras tecnológicas y digitales. Nos hemos comprometido con estos avances no solo por la seguridad y satisfacción de nuestros clientes, sino también para fortalecer a nuestros equipos.
Mejor banca privada digital (global), mejor banca privada para experiencia digital del cliente (global) y mejor banca privada para análisis de Big Data e IA (global) (FT Professional Wealth Management Wealth Tech Awards)
Plataforma de gestión de carteras galardonada: ofrecer resultados a nuestros clientes es nuestra prioridad número uno, pero valoramos enormemente que nuestra plataforma de gestión de carteras sea clara, oportuna y personalizable. También nos apasiona inspirar a nuestros clientes con nuevas ideas y análisis de expertos, adelantándonos a la evolución del mercado.
ENGAGE won Best Portfolio Management Solution (Asian Private Banker)
JPO-I ganó el premio al Mejor uso de plataformas de negociación de TI (FStech)
El apoyo que mereces
The support you deserve
We take enormous pride in the partnerships we build with team members. Our structures for support have been carefully designed to enable you to access the knowledge and networks that will bring your skills to the fore.
Our Client Service Specialists provide day-to-day service for clients’ banking and account activities, special requests and other client needs.
Our Philanthropy Advisors help clients articulate the impacts they want to have and the amount they want to give, and identify the structure that’s right for them. Philanthropy Advisors can help clients determine whether donor-advised funds (DAFs) can complement their private foundations as part of their giving strategies.
Our Trust Advisors establish and administer trusts for individuals, families and foundations.
Our Lending Advisors develop customized borrowing strategies to help clients accomplish their goals. This may include extracting liquidity from an asset they own. Or financing the purchase of something new.
Our Wealth Advisors create and manage strategies that weave together many aspects of a client’s financial life. From wealth transfer and ownership to philanthropy, and beyond.
Our Investment Specialists customize investment advice, ideas and strategies for individual clients, based on their particular preferences and investment goals.
Our Bankers and their teams are our nerve centers. Our concierges. Our maestros. They orchestrate the client relationships, pulling in the right specialists to meet individual client needs.
Click on the role to view the responsibility.
Client Service Specialist
Philanthropy Advisor
Trust Advisor
Lending Advisor
Wealth Advisor
Investment Specialist
Banker
You
nuestro impacto
Making an Impact
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Nuestro impacto
En J.P. Morgan Private Bank, hacemos más que gestionar el patrimonio: empoderamos a las comunidades. Nuestro compromiso va más allá de los servicios financieros ya que participamos activamente en iniciativas sociales que tienen un impacto significativo. Únete a nosotros y forma parte de un legado que enriquece vidas, fomenta la inclusión y fortalece las comunidades.
Strength and stability
Joining J.P. Morgan gives you access to the immense resources of our global network. A fortress balance sheet and robust regulatory framework that helps provide security at a time of considerable global volatility.
Fuerza y estabilidad
La fortaleza de nuestra empresa nos ha permitido estar siempre al lado de nuestros clientes y comunidades, en los buenos y en los malos momentos, y es esta fortaleza la que nos permite no dejar de invertir en el desarrollo de nuestros negocios para el futuro.
Jamie Dimon
Chairman and Chief Executive Officer
JPMorgan Chase & Co.
Introducing the London Team
Meet our Regional Head Office
Veterans hired since 2011
It is truly an exciting time to join our inculsive team.
10k+
New U.S. hires are ethnically diverse
It is truly an exciting time to join our inculsive team.
58%
Global hires are women
It is truly an exciting time to join our inculsive team.
49%
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View All Locations
Proporcionamos apoyo a personas y familias de América Latina desde nuestras oficinas en Estados Unidos (Nueva York, Miami, Houston) y Suiza (Ginebra). Ayudamos a nuestros clientes a conectarse con una red de profesionales de primera clase como usted que pueden ayudarles a alcanzar los objetivos de su familia.
Lleve su carrera donde usted quiera
Nuestras localizaciones
Diversidad, igualdad e inclusión
Respetados, implicados y comprometidos.
Veterans hired since 2011
It is truly an exciting time to join our inculsive team.
10k+
New U.S. hires are ethnically diverse
It is truly an exciting time to join our inculsive team.
58%
Global hires are women
It is truly an exciting time to join our inculsive team.
49%
Descripción de audio
Desactivar la descripción de audio
Introducing the London Team
Meet our Regional
Head Office
Audio Description
Turn off Audio Description
View All Locations
Proporcionamos apoyo a personas y familias de América Latina desde nuestras oficinas en Estados Unidos (Nueva York, Miami, Houston) y Suiza (Ginebra). Ayudamos a nuestros clientes a conectarse con una red de profesionales de primera clase como usted que pueden ayudarles a alcanzar los objetivos de su familia.
Lleve su carrera donde usted quiera
Our Locations
London
United Kingdom
Dubai
United Arab Emirates
Zurich
Switzerland
Geneva
Switzerland
Copenhagen
Denmark
Stockholm
Sweden
Madrid
Spain
Brussels
Belgium
Amsterdam
The Netherlands
Luxembourg
Luxembourg
Milan
Italy
Frankfurt
Germany
Paris
France
Manchester
United Kingdom
London
United Kingdom
Diversidad, igualdad e inclusión
Respected, involved and engaged. Sound like your kind of place?
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La ventaja de J.P. Morgan
El apoyo que mereces
nuestro
impacto
Fuerza y estabilidad
Nuestra plataforma
Tratamos de asegurarnos de que nuestros clientes nunca nos dejen atrás. Haremos lo mismo con tu carrera.
La ventaja de J.P. Morgan
Nuestro compromiso de ayudar a los clientes de América Latina se remonta al siglo XIX. Como resultado de nuestra larga presencia, hemos establecido relaciones a largo plazo y de confianza con líderes de la industria de América Latina, instituciones financieras, gobiernos, empresas familiares y clientes privados.
Why consider a career at J.P. Morgan Private Bank?
Descripción de audio
Desactivar la descripción de audio
Close
Líder mundialmente reconocido en la gestión del patrimonio digital: cuando su lugar de trabajo ha obtenido prestigiosos galardones como el nuestro, cada aspecto de su trabajo se vuelve más fácil y más impactante. En los últimos cinco años, hemos realizado inversiones sin precedentes en nuestras infraestructuras tecnológicas y digitales. Nos hemos comprometido con estos avances no solo por la seguridad y satisfacción de nuestros clientes, sino también para fortalecer a nuestros equipos.
Mejor banca privada digital (global), mejor banca privada para experiencia digital del cliente (global) y mejor banca privada para análisis de Big Data e IA (global) (FT Professional Wealth Management Wealth Tech Awards)
Plataforma de gestión de carteras galardonada: ofrecer resultados a nuestros clientes es nuestra prioridad número uno, pero valoramos enormemente que nuestra plataforma de gestión de carteras sea clara, oportuna y personalizable. También nos apasiona inspirar a nuestros clientes con nuevas ideas y análisis de expertos, adelantándonos a la evolución del mercado.
JPO-I ganó el premio al Mejor uso de plataformas de negociación de TI (FStech)
Nuestra reconocida marca te ofrecerá oportunidades únicas
How We Support Advisors
Close
The support you deserve
We take enormous pride in the partnerships we build with team members. Our structures for support have been carefully designed to enable you to access the knowledge and networks that will bring your skills to the fore.
Our Client Service Specialists provide day-to-day service for clients’ banking and account activities, special requests and other client needs.
Our Philanthropy Advisors help clients articulate the impacts they want to have and the amount they want to give, and identify the structure that’s right for them. Philanthropy Advisors can help clients determine whether donor-advised funds (DAFs) can complement their private foundations as part of their giving strategies.
Our Trust Advisors establish and administer trusts for individuals, families and foundations.
Our Lending Advisors develop customized borrowing strategies to help clients accomplish their goals. This may include extracting liquidity from an asset they own. Or financing the purchase of something new.
Our Wealth Advisors create and manage strategies that weave together many aspects of a client’s financial life. From wealth transfer and ownership to philanthropy, and beyond.
Our Investment Specialists customize investment advice, ideas and strategies for individual clients, based on their particular preferences and investment goals.
Our Bankers and their teams are our nerve centers. Our concierges. Our maestros. They orchestrate the client relationships, pulling in the right specialists to meet individual client needs.
Click on the role to view the responsibility.
Client Service Specialist
Philanthropy Advisor
Trust Advisor
Lending Advisor
Wealth Advisor
Investment Specialist
Banker
You
Nuestro impacto
En J.P. Morgan Private Bank, hacemos más que gestionar el patrimonio: empoderamos a las comunidades. Nuestro compromiso va más allá de los servicios financieros ya que participamos activamente en iniciativas sociales que tienen un impacto significativo. Únete a nosotros y forma parte de un legado que enriquece vidas, fomenta la inclusión y fortalece las comunidades.
Generando un impacto
Descripción de audio
Desactivar la descripción de audio
Close
La fortaleza de nuestra empresa nos ha permitido estar siempre al lado de nuestros clientes y comunidades, en los buenos y en los malos momentos, y es esta fortaleza la que nos permite no dejar de invertir en el desarrollo de nuestros negocios para el futuro.
Jamie Dimon
Chairman and Chief Executive Officer
JPMorgan Chase & Co.
Close
Fuerza y estabilidad
ALGUNOS DE NUESTROS PREMIOS
LinkedIn incluye a
JPMorgan Chase en su lista de empresas más destacadas de 2024
TIME nombra a
JPMorgan Chase una de las 100 empresas más influyentes de 2023
Global Finance nombra a
J.P. Morgan “Mejor banca privada del mundo”
Euromoney nombra a
J.P. Morgan “Mejor banca privada del mundo”
Únase a nuestra familia en J.P. Morgan Private Bank, donde su crecimiento es nuestra misión.
Carly Pierpoint
Head of Global Private Bank Solutions Talent Acquisition and Growth Strategy
J.P. Morgan Private Bank
Nuestra prioridad es gestionar carteras basadas en objetivos, pero nuestro mayor valor es la inversión en personas.
Ezequiel Lazcano
Head of Investments and Advice, Latin America & GFG
J.P. Morgan Private Bank
En J.P. Morgan Private Bank, nuestros asesores son compañeros de confianza, lo que permite a los clientes construir, proteger y hacer crecer sus legados financieros con dedicación y conocimiento.
Edinardo Figueiredo
Chief Executive Officer for Latin America
J.P. Morgan Private Bank
No hablamos solo de diversidad e inclusión: las vivimos. Lanzamos una amplia red para atraer talento de todos los ámbitos de la vida.
Adam Tejpaul
Head of Investments and Engagement
J.P. Morgan International Private Bank
Nuestro firme compromiso con prestar un servicio excepcional al cliente es un sello distintivo de J.P. Morgan Private Bank.
Martin Marron
Chief Executive Officer
J.P. Morgan International Private Bank
os esforzamos por ser los mejores, no los más grandes. Nuestro objetivo es el impacto, no el tamaño.
Mary Callahan Erdoes
Chief Executive Officer
J.P. Morgan Asset & Wealth Management
Presentación del equipo
Conozca a nuestros equipos de América Latina
Veterans hired since 2011
It is truly an exciting time to join our inculsive team.
10k+
New U.S. hires are ethnically diverse
It is truly an exciting time to join our inculsive team.
58%
Global hires are women
It is truly an exciting time to join our inculsive team.
49%
Audio Description
Turn off Audio Description
Brasil
América Latina Norte
América Latina Sur
México
Miami
Executive Director, Wealth Advisory,
J.P. Morgan Private Bank
Carolina Cintra
Brazil Team
New York
Managing Director, Head of Investments and Advisory, J.P. Morgan Private Bank
Alexandre Zanuto
Brazil Team
New York
Managing Director, Market Manager,
J.P. Morgan Private Bank
Vinicius Artacho
Brazil Team
Miami
Executive Director, Wealth Advisory,
J.P. Morgan Private Bank
Lidia Navines
Latin America North Team
Miami
Managing Director Head of Investments and Advisory, J.P. Morgan Private Bank
Antonio Bernal
Latin America North Team
Miami
Managing Director, Market Manager,
J.P. Morgan Private Bank
Jessica Siqueira
Latin America North Team
Miami
Executive Director, Market Team Lead,
J.P. Morgan Private Bank
Michel Rudman
Latin America South Team
New York
Managing Director, Head of Investments and Advisory, J.P. Morgan Private Bank
Diego Mas
Latin America South Team
Miami
Managing Director, Market Manager,
J.P. Morgan Private Bank
Adrian Garate
Latin America South Team
New York
Vice Chairman and Managing Director, Wealth Advisory, J.P. Morgan Private Bank
Claudia Caffuzzi
Mexico Team
New York
Managing Director, Head of Investments and Advisory, J.P. Morgan Private Bank
Oscar Loynaz
Mexico Team
Miami
Managing Director, Market Manager,
J.P. Morgan Private Bank
Maricé Brown
Mexico Team
Presentación del equipo
Meet our LatAm Teams
New York
Vice Chairman and Managing Director, Wealth Advisory, J.P. Morgan Private Bank
Claudia Caffuzzi
México
New York
Managing Director, Head of Investments and Advisory, J.P. Morgan Private Bank
Oscar Loynaz
México
Miami
Managing Director, Market Manager,
J.P. Morgan Private Bank
Maricé Brown
México
Miami
Executive Director, Market Team Lead,
J.P. Morgan Private Bank
Michel Rudman
América Latina Sur
New York
Managing Director, Head of Investments and Advisory, J.P. Morgan Private Bank
Diego Mas
América Latina Sur
Miami
Managing Director, Market Manager,
J.P. Morgan Private Bank
Adrian Garate
América Latina Sur
Miami
Executive Director, Wealth Advisory,
J.P. Morgan Private Bank
Lidia Navines
América Latina Norte
Miami
Managing Director Head of Investments and Advisory, J.P. Morgan Private Bank
Antonio Bernal
América Latina Norte
Miami
Managing Director, Market Manager,
J.P. Morgan Private Bank
Jessica Siqueira
América Latina Norte
Miami
Executive Director, Wealth Advisory,
J.P. Morgan Private Bank
Carolina Cintra
Brasil
New York
Managing Director, Head of Investments and Advisory, J.P. Morgan Private Bank
Alexandre Zanuto
Brasil
New York
Managing Director, Market Manager,
J.P. Morgan Private Bank
Vinicius Artacho
Brasil
Ginebra
Suiza
Houston
Estados Unidos
Miami
Estados Unidos
Nueva York
Estados Unidos
Ginebra
Suiza
Houston
Estados Unidos
Miami
Estados Unidos
Nueva York
Estados Unidos
Suiza
GINEBRA
Executive Director, Wealth Advisory,
J.P. Morgan Private Bank
Kiemens Zeller
Switzerland Team
GINEBRA
Executive Director, Head of Investments and Advisory, J.P. Morgan Private Bank
Beatriz Diaz
Switzerland Team
GINEBRA & ZURICH
Managing Director, Market Manager,
J.P. Morgan Private Bank
Eduardo Montes
Switzerland Team
Switzerland
Mexico
Latin America South
Latin America North
Brasil
Ginebra
Executive Director, Head of Investments and Advisory, J.P. Morgan Private Bank
Beatriz Diaz
Suiza
GINEBRA & ZURICH
Managing Director, Market Manager,
J.P. Morgan Private Bank
Eduardo Montes
Suiza
Ginebra
Executive Director, Wealth Advisory,
J.P. Morgan Private Bank
Kiemens Zeller
Suiza
View All Locations
Su próximo hito profesional está a solo un clic de distancia. Sumérjase en un mundo de oportunidades en J.P. Morgan Private Bank y encuentre la función que se adapte a sus habilidades y ambiciones.
Explore nuestras vacantes actuales y únase a un equipo comprometido con la excelencia, la innovación y el impacto significativo.
Descubra su próxima oportunidad profesional
Únete a nuestro equipo
Aplica ahora
Click for more Details
As a Private Banker in the Latin America Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
1450 Brickell Ave, Miami, FL, 33131, United States
Banker, Paraguay, Argentina, Chile, Uruguay Team
Six plus years of work 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
Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Bachelor’s Degree required
Required Qualifications
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Job Responsibilities
Su próximo hito profesional está a solo un clic de distancia. Sumérjase en un mundo de oportunidades en J.P. Morgan Private Bank y encuentre la función que se adapte a sus habilidades y ambiciones.
Explore nuestras vacantes actuales y únase a un equipo comprometido con la excelencia, la innovación y el impacto significativo.
Descubra su próxima oportunidad profesional
Join Our Team
Apply now
Click for more Details
As a Private Banker in the Latin America Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
1450 Brickell Ave, Miami, FL, 33131, United States
Banker,
LatAm North Team
Close
Six plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Latin America North Market
Spanish fluency oral and written required
Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Bachelor’s Degree required
Required Qualifications
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Job Responsibilities
Click for more Details
As a Private Banker in the Latin America Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
1450 Brickell Ave, Miami, FL, 33131, United States
Banker, Peru, Bolivia, Ecuador Team
Six plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in Peru, Bolivia and Ecuador
Spanish fluency oral and written required
Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Bachelor’s Degree required
Required Qualifications
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Job Responsibilities
Click for more Details
As a Private Banker in the Latin America Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
1450 Brickell Ave, Miami, FL, 33131, United States
Banker,
LatAm North Team
Six plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Latin America North Market
Spanish fluency oral and written required
Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Bachelor’s Degree required
Required Qualifications
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Job Responsibilities
Click for more Details
As a Private Banker in the Latin America Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
1450 Brickell Ave, Miami, FL, 33131, United States
Banker, Peru, Bolivia, Ecuador Team
Close
Six plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in Peru, Bolivia and Ecuador
Spanish fluency oral and written required
Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Bachelor’s Degree required
Required Qualifications
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Job Responsibilities
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As a Private Banker in the Latin America Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
1450 Brickell Ave, Miami, FL, 33131, United States
Banker, Paraguay, Argentina, Chile, Uruguay Team
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Six plus years of work 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
Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Bachelor’s Degree required
Required Qualifications
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Job Responsibilities
Para ver los detalles de la metodología de calificación empleada haz clic aquí. Las calificaciones pasadas no garantizan el éxito del los resultados futuros.
Para ver los detalles de la metodología de calificación empleada haz clic aquí. Las calificaciones pasadas no garantizan el éxito del los resultados futuros.
Para ver los detalles de la metodología de calificación empleada haz clic aquí. Las calificaciones pasadas no garantizan el éxito del los resultados futuros.
Para ver los detalles de la metodología de calificación empleada haz clic aquí. Las calificaciones pasadas no garantizan el éxito del los resultados futuros.