Wealth Management - LatAm Private Bank - Banking and Investment Professional - Miami, FL at JPMorgan Chase Bank, N.A.

Posted in General Business 3 days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Miami, Florida





Job Description:

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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

About Global Wealth Management

With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets by leveraging the Private Bank's products and solutions. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships through an integrated team structure with a platform of depth and breadth.

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management 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.

ESSENTIAL FUNCTIONS:


  • Manage initiation of all new client onboarding tickets to streamline new account openings and partner with banker analyst, where needed, to complete in a timely manner
  • Engage Credit Risk for exceptions and approvals while managing the credit renewal process
  • Oversee cross border initiatives to ensure pod adheres to all procedures including travel call memos/affirmations, QA reviews, trainings, and eCAF submissions
  • Partner closely with Business Management team on execution of remediation and other ad hoc projects
  • Main point of contact for any Onboarding, CSS, Operational matters including client outreach around missing documentation, W8 solicitation, Digital Campaigns, etc
  • Assist in the preparation of submission forms for relevant risk committees / escalations
  • Monitor closing account process for both client and risk initiated exits
  • Prepare Investment Performance Reviews for Investors to deliver to clients
  • Generate market, product and client research
  • Brokerage trade execution
  • Risk Management - monitor 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
  • Analysis/interpretation of client data
  • Assist in development of client presentations
  • Work with Team Leader to monitor Investor loadings
  • Create Investment Mandates
  • Monitoring of fee schedules and billing
  • Reconcile brokerage trades - compare paper blotter to trade blotter daily
  • Prepare bottoms-up demand estimates for Private Investments offerings
  • Alternatives investments document management
  • Dodd Frank documentation process management
  • Track and assist Investors in Risk/AAR reviews
  • Assist in answering phones and helping clients or taking a message

QUALIFICATIONS:


  • Series 7 & 63 registration required
  • College degree required
  • Spanish fluency required
  • Desired 1-2 years industry related experience
  • PowerPoint and Excel expertise required
  • Excellent interpersonal skills, both written and oral
  • Self-starter, extremely organized and detailed-oriented with strong commitment to accuracy
  • Ability to multi-task and manage priorities effectively
  • Good judgment and problem solving skills
  • Absolute discretion when dealing with confidential matters
  • Ability to work both independently and as a team player
  • Exceptional follow-up and follow-through skills
  • General comfort level with Internet/Intranet usage and ability to learn proprietary software
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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans





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