International Private Banker for UHNW Wealth Planning

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

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.