Carreiras no J.P. Morgan Private Bank
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Mais do que carreiras, nós criamos legados.
Leve a sua carreira para outro patamar
Profundamente pessoal.
Extremamente colaborativo.
Private banking de excelência.
Há mais de 200 anos, o J.P. Morgan Private Bank ajuda indivíduos e suas famílias ao redor do mundo em todas as etapas de suas vidas financeiras. Com uma intelectualidade indispensável e insights personalizados, estamos prontos para ajudar nossos clientes. Nosso negócio está crescendo rapidamente, e realmente é um momento interessante para se juntar à nossa equipe.
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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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We bring indispensible intelligence and personlized insights to help our clients. Our business is fast-growing, and it is truly an exciting time to join our team.
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Mais do que carreiras, nós criamos legados.
Priorizamos ser os melhores, não os maiores.
Para nós, impacto é mais importante que tamanho.
Mary Callahan Erdoes
Chief Executive Officer
J.P. Morgan Asset & Wealth Management
Nosso sólido compromisso com a prestação de um serviço excepcional ao cliente é uma marca registrada do J.P. Morgan Private Bank.
Martin Marron
Chief Executive Officer
J.P. Morgan International Private Bank
Mais do que termos do nosso discurso, a diversidade e inclusão são valores que vivemos. Lançamos uma ampla rede para atrair talentos de todas as esferas da vida.
Adam Tejpaul
Head of Investments and Engagement
J.P. Morgan International Private Bank
No J.P. Morgan Private Bank, nossos consultores são parceiros de confiança, auxiliando os clientes a construir, proteger e expandir seus legados financeiros com dedicação e conhecimento.
Edinardo Figueiredo
Chief Executive Officer for Latin America
J.P. Morgan Private Bank
Nossa prioridade é gerenciar carteiras baseadas nos objetivos dos nossos clientes, mas nosso maior valor vem do investimento nas pessoas.
Ezequiel Lazcano
Head of Investments and Advice, Latin America & GFG
J.P. Morgan Private Bank
Junte-se à nossa família no J.P. Morgan Private Bank, onde o seu crescimento é a nossa missão.
Carly Pierpoint
Head of Global Private Bank Solutions
Talent Acquisition and Growth Strategy
J.P. Morgan Private Bank
TIME nomeia
JPMorgan Chase como uma das 100 empresas mais influentes de 2023
Global Finance reconhece J.P. Morgan como “Melhor Private Bank do Mundo”
LinkedIn inclui
JPMorgan Chase na lista de Principais Empresas de 2024
Euromoney premia J.P. Morgan como “Melhor Private Bank do Mundo”
ALGUNS DE NOSSOS PRÊMIOS
A vantagem do J.P. Morgan
O suporte que você merece
Gerando impacto
Solidez e estabilidade
O poder da plataforma
Para nós, é importante sermos sempre capazes de atender aos nossos clientes. E isso também vale para a sua carreira.
A vantagem do J.P. Morgan
Nosso compromisso em ajudar clientes na América Latina remonta ao século XIX. Como resultado da nossa atuação de longa data, construímos relacionamentos duradouros e confiáveis com líderes de diferentes setores, instituições financeiras, governos, empresas familiares e clientes privados da América Latina.
Why consider a career at J.P. Morgan Private Bank?
Descrição de áudio
Desative a descrição de áudio
A vantagem do J.P. Morgan
Com nossa marca reconhecida ao seu lado,
oportunidades excelentes estão à sua espera.
How We Support Advisors
Líder mundialmente reconhecido em gestão de patrimônio digital: Quando seu local de trabalho recebe prêmios de prestígio como os nossos, cada aspecto do seu trabalho se torna mais fácil e impactante. Nos últimos cinco anos, fizemos investimentos sem precedentes em nossas infraestruturas tecnológicas e digitais. Comprometemo-nos com esses avanços não apenas para garantir a segurança e satisfação de nossos clientes, mas também para capacitar nossas equipes.
Melhor Private Bank Digital (Global), Melhor Private Bank para Experiência Digital do Cliente (Global) e Melhor Private Bank para Análise de Big Data e IA (Global) (Prêmios de Tecnologia de Gestão de Patrimônio: Professional Wealth Management do Financial Times)
Plataforma premiada de gestão de carteira: Entregar resultados para nossos clientes é nossa principal prioridade, por isso, valorizamos imensamente tornar nossa plataforma de gestão de carteira clara, ágil e altamente personalizável. Também somos apaixonados por inspirar nossos clientes com novas ideias e análises especializadas antes do próximo movimento de mercado.
ENGAGE won Best Portfolio Management Solution (Asian Private Banker)
JPO-I ganhou o prêmio de Melhor Uso de Plataformas de Negociação de TI (FStech)
O suporte que você merece
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
Gerando impacto
Making an Impact
Descrição de áudio
Desative a descrição de áudio
Gerando impacto
No J.P. Morgan Private Bank, fazemos mais do que gerenciar patrimônios; nós capacitamos comunidades. Nosso compromisso vai além dos serviços financeiros, pois participamos ativamente de iniciativas sociais que geram um impacto significativo. Junte-se a nós e faça parte de um legado que enriquece vidas, promove a inclusão e fortalece 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.
Solidez e estabilidade
Com a solidez da nossa empresa, conseguimos estar sempre ao lado de nossos clientes e comunidades, nos bons e nos maus momentos, e essa solidez nos permite investir continuamente na construção dos nossos negócios para o 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%
Audio Description
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View All Locations
Oferecemos suporte a indivíduos e suas famílias da América Latina a partir de nossos escritórios nos Estados Unidos (Nova York, Miami, Houston) e na Suíça (Genebra). Auxiliamos nossos clientes a se conectarem a uma rede mundial de profissionais talentosos, como você, que podem ajudá-los a alcançar os objetivos de suas famílias.
Leve a sua carreira para onde quer que você deseje
Nossos escritórios
Diversidade, equidade e inclusão
Respeitado, presente e engajado.
Parece ser o tipo de lugar certo para você?
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%
Descrição de áudio
Desative a descrição de áudio
Introducing the London Team
Meet our Regional
Head Office
Audio Description
Turn off Audio Description
View All Locations
Oferecemos suporte a indivíduos e suas famílias da América Latina a partir de nossos escritórios nos Estados Unidos (Nova York, Miami, Houston) e na Suíça (Genebra). Auxiliamos nossos clientes a se conectarem a uma rede mundial de profissionais talentosos, como você, que podem ajudá-los a alcançar os objetivos de suas famílias.
Leve a sua carreira para onde quer que você deseje
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
Diversidade, equidade e inclusão
Respected, involved and engaged. Sound like your kind of place?
Descrição de áudio
Desative a descrição de áudio
A vantagem do
J.P. Morgan
O suporte que você merece
Gerando impacto
Solidez e estabilidade
O poder da plataforma
Para nós, é importante sermos sempre capazes de atender aos nossos clientes. E isso também vale para a sua carreira.
A vantagem do J.P. Morgan
Nosso compromisso em ajudar clientes na América Latina remonta ao século XIX. Como resultado da nossa atuação de longa data, construímos relacionamentos duradouros e confiáveis com líderes de diferentes setores, instituições financeiras, governos, empresas familiares e clientes privados da América Latina.
Why consider a career at J.P. Morgan Private Bank?
Descrição de áudio
Desative a descrição de áudio
Close
Líder mundialmente reconhecido em gestão de patrimônio digital: Quando seu local de trabalho recebe prêmios de prestígio como os nossos, cada aspecto do seu trabalho se torna mais fácil e impactante. Nos últimos cinco anos, fizemos investimentos sem precedentes em nossas infraestruturas tecnológicas e digitais. Comprometemo-nos com esses avanços não apenas para garantir a segurança e satisfação de nossos clientes, mas também para capacitar nossas equipes.
Melhor Private Bank Digital (Global), Melhor Private Bank para Experiência Digital do Cliente (Global) e Melhor Private Bank para Análise de Big Data e IA (Global) (Prêmios de Tecnologia de Gestão de Patrimônio: Professional Wealth Management do Financial Times)
Plataforma premiada de gestão de carteira: Entregar resultados para nossos clientes é nossa principal prioridade, por isso, valorizamos imensamente tornar nossa plataforma de gestão de carteira clara, ágil e altamente personalizável. Também somos apaixonados por inspirar nossos clientes com novas ideias e análises especializadas antes do próximo movimento de mercado.
JPO-I ganhou o prêmio de Melhor Uso de Plataformas de Negociação de TI (FStech)
Com nossa marca reconhecida ao seu lado, oportunidades excelentes estão à sua espera.
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
Gerando impacto
No J.P. Morgan Private Bank, fazemos mais do que gerenciar patrimônios; nós capacitamos comunidades. Nosso compromisso vai além dos serviços financeiros, pois participamos ativamente de iniciativas sociais que geram um impacto significativo. Junte-se a nós e faça parte de um legado que enriquece vidas, promove a inclusão e fortalece comunidades.
Why consider a career at J.P. Morgan Private Bank?
Descrição de áudio
Desative a descrição de áudio
Close
Com a solidez da nossa empresa, conseguimos estar sempre ao lado de nossos clientes e comunidades, nos bons e nos maus momentos, e essa solidez nos permite investir continuamente na construção dos nossos negócios para o futuro.
Jamie Dimon
Chairman and Chief Executive Officer
JPMorgan Chase & Co.
Close
Solidez e estabilidade
ALGUNS DE NOSSOS PRÊMIOS
LinkedIn inclui
JPMorgan Chase na lista de Principais Empresas de 2024
TIME nomeia
JPMorgan Chase como uma das 100 empresas mais influentes de 2023
Global Finance reconhece J.P. Morgan como “Melhor Private Bank do Mundo”
Euromoney premia J.P. Morgan como “Melhor Private Bank do Mundo”
Junte-se à nossa família no J.P. Morgan Private Bank, onde o seu crescimento é a nossa missão.
Carly Pierpoint
Head of Global Private Bank Solutions Talent Acquisition and Growth Strategy
J.P. Morgan Private Bank
Nossa prioridade é gerenciar carteiras baseadas nos objetivos dos nossos clientes, mas nosso maior valor vem do investimento nas pessoas.
Ezequiel Lazcano
Head of Investments and Advice, Latin America & GFG
J.P. Morgan Private Bank
No J.P. Morgan Private Bank, nossos consultores são parceiros de confiança, auxiliando os clientes a construir, proteger e expandir seus legados financeiros com dedicação e conhecimento.
Edinardo Figueiredo
Chief Executive Officer for Latin America
J.P. Morgan Private Bank
Mais do que termos do nosso discurso, a diversidade e inclusão são valores que vivemos. Lançamos uma ampla rede para atrair talentos de todas as esferas da vida.
Adam Tejpaul
Head of Investments and Engagement
J.P. Morgan International Private Bank
Nosso sólido compromisso com a prestação de um serviço excepcional ao cliente é uma marca registrada do
J.P. Morgan Private Bank.
Martin Marron
Chief Executive Officer
J.P. Morgan International Private Bank
Priorizamos ser os melhores, não os maiores.
Para nós, impacto é mais importante que tamanho.
Mary Callahan Erdoes
Chief Executive Officer
J.P. Morgan Asset & Wealth Management
Apresentação da nossa equipe
Conheça nossas equipes da 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 do Norte
América Latina do Sul
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
Apresentação da nossa equipe
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 do Sul
New York
Managing Director, Head of Investments and Advisory, J.P. Morgan Private Bank
Diego Mas
América Latina do Sul
Miami
Managing Director, Market Manager,
J.P. Morgan Private Bank
Adrian Garate
América Latina do Sul
Miami
Executive Director, Wealth Advisory,
J.P. Morgan Private Bank
Lidia Navines
América Latina do Norte
Miami
Managing Director Head of Investments and Advisory, J.P. Morgan Private Bank
Antonio Bernal
América Latina do Norte
Miami
Managing Director, Market Manager,
J.P. Morgan Private Bank
Jessica Siqueira
América Latina do 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
Genebra
Suíça
Houston
Estados Unidos
Miami
Estados Unidos
Cidade de Nova York
Estados Unidos
Genebra
Suíça
Houston
Estados Unidos
Miami
Estados Unidos
Cidade de Nova York
Estados Unidos
Suíça
Genebra
Executive Director, Wealth Advisory,
J.P. Morgan Private Bank
Kiemens Zeller
Switzerland Team
Genebra
Executive Director, Head of Investments and Advisory, J.P. Morgan Private Bank
Beatriz Diaz
Switzerland Team
GENEBRA & ZURICH
Managing Director, Market Manager,
J.P. Morgan Private Bank
Eduardo Montes
Switzerland Team
Suíça
México
América Latina do Sul
América Latina do Norte
Brasil
GENEBRA
Executive Director, Head of Investments and Advisory, J.P. Morgan Private Bank
Beatriz Diaz
Suíça
GENEBRA & ZURICH
Managing Director, Market Manager,
J.P. Morgan Private Bank
Eduardo Montes
Suíça
GENEBRA
Executive Director, Wealth Advisory,
J.P. Morgan Private Bank
Kiemens Zeller
Suíça
View All Locations
Seu próximo marco na carreira está a apenas um clique de distância. Mergulhe em um mundo de oportunidades no J.P. Morgan Private Bank e encontre o cargo que corresponda às suas habilidades e ambições.
Explore nossas vagas disponíveis no momento e junte-se a uma equipe comprometida com a excelência, inovação e impacto significativo.
Descubra seu próximo cargo
Junte-se à nossa equipe
Candidate-se agora
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
Seu próximo marco na carreira está a apenas um clique de distância. Mergulhe em um mundo de oportunidades no J.P. Morgan Private Bank e encontre o cargo que corresponda às suas habilidades e ambições.
Explore nossas vagas disponíveis no momento e junte-se a uma equipe comprometida com a excelência, inovação e impacto significativo.
Descubra seu próximo cargo
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
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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 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, 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 os detalhes da metodologia de classificação clique aqui. As classificações podem não garantir o sucesso ou resultados futuros.
Para ver os detalhes da metodologia de classificação clique aqui. As classificações podem não garantir o sucesso ou resultados futuros.
Para ver os detalhes da metodologia de classificação clique aqui. As classificações podem não garantir o sucesso ou resultados futuros.
Para ver os detalhes da metodologia de classificação clique aqui. As classificações podem não garantir o sucesso ou resultados futuros.