International Private Bank- VP Banker

Testing Site - JPMC; Miami (FL); On-site; USD 120,000 - 210,000; Full time

Job summary

J.P. Morgan International Private Bank in Miami seeks an experienced Private Banker to advise UHNW families on wealth-building, preservation and balance-sheet management. You will leverage investments, wealth planning, credit and banking expertise to grow assets and serve offshore international clients.

Join a collaborative team and provide holistic, goals-based planning while complying with risk and regulatory requirements. A strong network and travel readiness are essential.

Qualifications

• Eight+ years of private banking/wealth management with ultra-high-net-worth clients (Brazil market).
• Fluent in Portuguese and English.
• Series 7 and 66 licenses required or must obtain within 90 days of start.

Responsibilities

• Manage client relationships, understand client needs, and deliver an exceptional client experience.
• Generate business results and acquire new assets from existing and new clients.
• Advise on balance sheet including asset allocation, investments, wealth planning, credit and banking.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of business at JPMorgan Chase & Co.
• Ensure solutions meet clients' short, medium, and long-term goals via holistic planning.
• Strictly adhere to risk, regulatory guidelines, and security measures.

Skills

UHNW Relationships

Bilingual English-Portuguese

Investments Knowledge

Wealth Planning

Travel Internationally

Education

Bachelor's Degree

Job description

Posting 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 International 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 Private Banker in the International 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.

Job Responsibilities:

• 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

Required qualifications, capabilities and skills:

• Eight plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Brazil Market
• Fluent in Portuguese and English
• Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Available to travel internationally to serve off-shore international clients
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Bachelor's Degree required