Overview
We are actively seeking exceptionally talented individuals who are collaborative, confident and motivated to deliver a first class client experience within J.P. Morgan's International Private Bank. If you have an entrepreneurial mindset and seek ongoing challenges, J.P. Morgan is the right place for you. You will join a team of skilled colleagues from other markets, businesses and functions to support your career progression.
Responsibilities
- Provide support to the Senior Banker on daily client priorities
- Assist the Senior Banker during the sales process and ongoing client management, including reviewing and building pitch books, coordinating information, communicating with clients and executing on client needs
- Support the Senior Banker with client hierarchy and pipeline management
- Assist in the sale of investments, banking and trust services, including asset allocation on structured and managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identifying wealth planning opportunities
Required Qualifications, Capabilities, and Skills
- Bachelor’s Degree required
- Series 7 and 66 licenses required for the position; unlicensed candidates may be considered but must obtain licenses within 90 days of start date
- Sales or origination experience
- Fluent in English and Portuguese
Preferred Qualifications, Capabilities, and Skills
- MBA, JD, CFA, or CFP preferred
- Excellent communication skills
- Strong analytical and quantitative abilities
- Ability to multitask and manage priorities effectively
- Ability to learn proprietary software and databases; proficiency with wealth planning software including Planning Station modules, WA models, MAPS/CHART as appropriate
About Us
JPMorgan Chase & Co. is a longstanding financial institution offering innovative financial solutions to millions of consumers, small businesses and many of the world’s leading corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans more than 200 years and we are leaders in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We provide a competitive total rewards package including base salary determined by the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, in recognition of individual achievements and contributions. We 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.
Compensation and Benefits
We offer a competitive total rewards package including base salary determined by the role, experience, skill set and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded in recognition of 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.
Equal Opportunity
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. We do not discriminate on the basis of protected attributes, 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 provide reasonable accommodations for applicants and employees' religious practices and beliefs, as well as mental health or physical disability needs. More information about accommodations is available in our FAQs.
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 across 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.
Location
Miami, FL 33131