Stellenangebot
Private Banker, LatAm South, Associate
Als Private Banker (Associate) für Lateinamerika-Süd in der International Private Bank von JPMorgan Chase bist du für die Akquisition und Betreuung von Kunden verantwortlich und entwickelst individuelle Vermögenslösungen. Du berätst Kunden in allen Bereichen des Vermögensmanagements, von Investitionen bis hin zu Kredit- und Bankdienstleistungen.
Job Summary
As a Private Banker, LatAm South, Associate within the International Private Bank, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.
Job Responsibilities
- Generate business results and acquire new assets, both from existing client base 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
- Understand clients' goals and objectives to develop and implement investment plan on their overall balance sheet, including investment management, portfolio construction and tactical asset allocation shifts, wealth planning, credit and banking needs
- Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
- Strictly adhere to a risk and control policies, regulatory guidelines and security measure
- Partner with other Client Advisors in the team in order to maximize the team strength and achieve team goals
Required Qualifications, Capabilities and Skills
- Significant experience in Private Banking working with high net worth individuals or related fields within financial services
- Previous business development experience with knowledge in prospecting, negotiation and asking for referrals proactively
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
- Strong reputation with an established network
- Fluent in Spanish and English
Preferred Qualifications, Capabilities and Skills
- Asset allocation / multi-asset class portfolio or sales experience is favorable
- Chartered Financial Analyst (CFA) is a plus
- Ability to thrive in an international culture that values innovation, customer service, internal partnership and entrepreneurship
Wir bieten
Our culture of performance, transparency and partnership is driven by objective, transparent goals and active teamwork to foster success.
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