Wealth Management - Latin America Private Bank - Investment Professional - LatAm South - Miami, FL Job at JPMorgan Chase, Miami, FL

ZXMyb2Q2cDZlT2RBL3NoR25VV01mMUVnS2c9PQ==
  • JPMorgan Chase
  • Miami, FL

Job 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 Latin America 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 an Investment Professional in the Latin America Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates Create mandates for discretionary accounts Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings. Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills Spanish fluency oral and written required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Bachelor's Degree required One plus years of industry related experience Exceptional follow-up and follow-through skills PowerPoint and Excel expertise Preferred Qualifications, Capabilities, and Skills Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software Experience and interest in financial markets and concepts Excellent interpersonal skills Self-starter, extremely organized and detail-oriented with strong commitment to accuracy JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

JPMorgan Chase

Job Tags

Similar Jobs

Alter Domus

Senior Fund Accountant - Private Debt Job at Alter Domus

 ...along whichever path you choose to take. Find out more about life at Alter Domus at careers.alterdomus.com Senior Fund Accountant (Structured) Alter Domus is currently seeking a new Senior Fund Accountant to join our Credit Fund Administration team.... 

Get It - Marketing

Email Marketing Associate - Remote Job at Get It - Marketing

Are you passionate about digital marketing? Do you thrive on the opportunity to implement innovative email campaigns for meaningful nonprofits? If so, we'd love to meet...  ...across the US, whether you prefer to work remotely or in our DC office. Key Responsibilities:... 

FastSigns

Sign Installer Job at FastSigns

 ...FASTSIGNS #221201 is hiring for an Installer to join our team! As an Installer, you'll play an important role in getting the finished sign or graphic in place so everyone can see it - in the ground, on a wall, on a vehicle or hanging from a ceiling. You'll use a variety... 

Innospec Inc.

Chemical Engineer Job at Innospec Inc.

 ...The Chemical Engineer will be responsible for working with personnel at each IOS site as well as the other engineers in the department. The...  ...trouble shooting when they need help. Source of advice to all levels of personnel at IOS manufacturing sites on process SHE issues... 

LaSalle Network

Presentation Designer Job at LaSalle Network

LaSalle Network has partnered with a growing nonprofit organization based in Chicago. Our client specializes in in fundraising and donor solutions by providing top notch support not only in fundraising but also in strategy, campaigns, partnerships and more. As they continue...