UHNW Brazil Wealth Advisor — Cross-Asset Strategy

JPMorgan Chase; Miami (FL); On-site; USD 180,000 - 320,000; Full time

Job summary

JPMorgan Chase in Miami seeks an experienced UHNW wealth advisor to conduct comprehensive financial analyses for Brazilian clients, delivering tailored investment recommendations in Portuguese while ensuring regulatory compliance.

You will perform market and portfolio analyses, design multi-asset allocations, and manage risk, communicating strategy to clients. Collaboration with credit, investment and wealth advisory teams is essential, with up to 20% travel.

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics, Mathematics, or related field.
• Four years of experience in wealth management or investment advisory for UHNW clients.
• Experience with cross-border investments and related regulations.
• Fluency in Portuguese (oral, written) required.
• FINRA Series 7 license required.

Responsibilities

• Conduct comprehensive financial and wealth planning analyses for UHNW Brazilian clients.
• Provide tailored investment recommendations in Portuguese and ensure regulatory compliance.
• Perform market analyses, asset allocation, and risk management across multi-asset classes.
• Coordinate with bank areas to deliver holistic financial solutions for cross-border clients.
• Travel up to 20% domestically and internationally to client sites and offices.

Skills

Wealth management

Private banking

Investment advisory

Financial modeling

Monte Carlo simulation

VBA programming

Microsoft Excel

Cross-border investments

KYC/AML compliance

Portuguese language

Education

Bachelor's degree in Business Administration or related field

Tools

Microsoft Excel

VBA

Job description

JPMorgan Chase in Miami seeks an experienced UHNW wealth advisor to conduct comprehensive financial analyses for Brazilian clients, delivering tailored investment recommendations in Portuguese while ensuring regulatory compliance.

You will perform market and portfolio analyses, design multi-asset allocations, and manage risk, communicating strategy to clients. Collaboration with credit, investment and wealth advisory teams is essential, with up to 20% travel.