Senior Private Banker, International Wealth

Testing Site - JPMC; Miami (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

J.P. Morgan International Private Bank is seeking an experienced Private Banker to advise ultra‑high net worth families on wealth management, planning and balance sheet optimization.

You will leverage an international platform and collaborate with specialists to deliver holistic solutions. The role requires 8+ years in private banking, Series 7/66 licensing or ability to obtain within 90 days, and willingness to travel internationally.

Qualifications

• Eight+ years of experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the LATAM South Market.
• Series 7 and 66 licenses required; unlicensed candidates considered, but must obtain licenses within 90 days of start date.
• Available to travel internationally to serve off-shore international clients.
• Bachelor's Degree required.

Responsibilities

• Manage and maintain relationships with clients by earning trust, understanding client needs, providing targeted advice and delivering an exceptional client experience.
• Generate business results and acquire new assets from existing clients 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 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.

Skills

Prospecting/Acquiring Clients

Wealth management relationships

Investment concepts

Credit & banking knowledge

LATAM network

Education

Bachelor's Degree

Job description

J.P. Morgan International Private Bank is seeking an experienced Private Banker to advise ultra‑high net worth families on wealth management, planning and balance sheet optimization.

You will leverage an international platform and collaborate with specialists to deliver holistic solutions. The role requires 8+ years in private banking, Series 7/66 licensing or ability to obtain within 90 days, and willingness to travel internationally.