Portuguese-Speaking UHNW Wealth Advisor: Cross-Asset
JPMorganChase
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Benefits offered by this job
Job summary
JPMorganChase is seeking a senior advisor to deliver wealth management and investment advisory services to UHNW Brazilian clients in Miami. You will develop asset allocations, construct diversified portfolios, and manage cross-border strategies while ensuring regulatory compliance and clear Portuguese communication.
The role requires deep market analysis, quantitative modeling, and experience with structured products, derivatives, and multi-asset execution.
Qualifications
- Bachelor's degree required with 4+ years in investments/wealth advisory.
- Experience serving UHNW clients with liquid net worth >$15M USD.
- Strong knowledge of cross-border investments and Brazilian regulations.
Responsibilities
- Conduct wealth planning analyses for UHNW Brazilian clients.
- Provide asset allocation, portfolio construction, and hedging advice.
- Monitor portfolios with risk analysis and performance reviews.
- Communicate strategies in Portuguese to clients and teams.
Skills
Education
Tools
Job description
JPMorganChase is seeking a senior advisor to deliver wealth management and investment advisory services to UHNW Brazilian clients in Miami. You will develop asset allocations, construct diversified portfolios, and manage cross-border strategies while ensuring regulatory compliance and clear Portuguese communication.
The role requires deep market analysis, quantitative modeling, and experience with structured products, derivatives, and multi-asset execution.
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