International Private Bank- Private Banker- Managing Director Position Available In Miami-Dade, Florida
Tallo's Job Summary: We are seeking a skilled International Private Bank- Private Banker- Managing Director to join J.P. Morgan's Latin America Private Bank in Miami, US-FL. As a Private Banker, you will advise clients on wealth management, investments, financial planning, and banking needs. Requirements include 8+ years of private banking experience, fluency in Spanish, and relevant licenses. Recruiter: JPMorgan Chase Bank, N.A.
Job Description
Location:
Miami, US-FL
Rate:
Not Specified
Type:
Permanent International Private Bank- Private Banker- Managing Director 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 a Private Banker in the Latin America Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities:
- Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
- 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
- Connect your clients across all lines of business of J.P. Morgan Chase & Co.
- 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 all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities and skills:
- Eight plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Mexico Market
- Spanish fluency oral and written required
- Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Available to travel internationally to serve off-shore international clients
- Strong community presence with an established network
- Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
- Bachelor’s Degree required JPMorganChase, 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 t…
Rate:
Not Specified
Location:
Miami, US-FL
Type:
Permanent
Industry:
Finance
Recruiter:
JPMorgan Chase Bank, N.A.
Contact:
Not Specified
Email:
to view click here
Reference:
210622661
Posted:
2025-05-01 08:45:14 –
