Wealth Management - Latin America Private Bank - Investment Professional - Latam South - 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 LatAm South 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 you will provide integral daily support to Client Advisors 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

• Investment Account Opening updates, execute SDI and other WorkStation updates, track and assist Investors in Risk/AAR reviews and assist in answering phones and helping clients or taking a message.
• Analysis/interpretation of client data, assist in development of client presentations, work with Team Leader to monitor Investor loadings.
• Prepare bottoms-up demand estimates for Private Investments offerings, alternatives investments document management. Dodd Frank documentation process management and monitor Penny Stock positions and activity.
• Brokerage trade execution. Execute trade Cancel/Corrects. Monitoring of fee schedules and billing, reconcile brokerage trades, comparing paper blotter to trade blotter daily.
• Proactively generate investment ideas for Investors. Prepare Investment Performance Reviews for Investors to deliver to clients and generate market, product and client research.
• Risk Management by monitoring exceptions and work with Investors to resolve. Conduct 'what-if' scenario-based portfolio analyses. Develop Investment Plans for Investors to present to clients using JPM wealth modeling tools.
• Manage road show schedules, manage sales management priorities and track follow up. Create Investment Mandates.

Required Qualifications, Capabilities, Skills

• Series 7 & 66 registration required
• PowerPoint and Excel expertise required
• College degree required
• Minimum 3 years of experience in a wealth management / private bank
• Fluent in Portuguese required

Preferred Qualifications, Capabilities, Skills

• General comfort level with Internet/Intranet usage and ability to learn proprietary software, Bloomberg expertise is a plus
• Excellent interpersonal skills, both written and oral
• Absolute discretion when dealing with confidential matters
• Ability to work both independently and as a team player
• Ability to multi-task and manage priorities effectively
• Good judgment and problem solving skills
• Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy

Same Posting Description for Internal and External Candidates

ABOUT US

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.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.