Banker [Multiple Positions Available]

JPMorgan Chase & Co.•Miami, FL

18h•Onsite

About The Position

Conduct comprehensive financial and wealth planning analyses to identify and address high net worth (HNW) and ultra-high net worth (UHNW) Latin American (LATAM) clients' unique objectives, ensuring alignment with their long-term investment goals and family wealth structures. Utilize advanced financial modeling and market analysis to tailor solutions that meet LATAM clients' evolving needs. Provide sophisticated advisory services on portfolio construction and investment strategies to HNW and UHNW clients. Perform market analyses and research to proactively identify and independently contact possible new HNW and UHNW Argentine, Chilean and Uruguayan private client prospects. Provide wealth management advice and solutions to HNW and UHNW families in LATAM, specifically in Argentina, Chile, and Uruguay. Address clients' complex financial issues and propose innovative wealth management solutions. Responsible for client experience and engaging resources to deliver a complete wealth management solution. Market and implement investment, banking, financing, and fiduciary solutions to HNW and UHNW clients from Argentina, Uruguay and Chile. Leverage senior-level relationships with specialists, and coordinate their advice to clients on defining and implementing portfolio investment strategy, in structuring and executing credit and lending transactions, and in defining and implementing succession and fiduciary plans. Build trust with clients and effectively manage relationships. Ensure that proposed solutions and services achieve the clients' needs, goals, and objectives. Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists, and that accounts are properly maintained and serviced. Perform all necessary duties to maintain in good order the firm's books and records with respect to private clients, including fulfilling know-your client duties, observing cross-border regulations, collecting and updating client information, and addressing anti-money laundering obligations. Independently contact, prospect, and convert leads to new private clients. Provide on-the-job training to junior staff. Travel to the LATAM (Argentina, Uruguay, and Chile) region to meet clients. This position requires up to 40% international travel to Argentina, Chile, and Uruguay to visit various client sites. Most tasks and communications are conducted in Spanish. This position requires oral, auditory, and written fluency in the Spanish language.

Requirements

Master's degree in Finance, Business Administration, Economics, Management, or related field of study plus one (1) year of experience in the job offered or as Banker, Credit Analyst, Associate/Analyst (Investment/Banking), Trader, or related occupation.
Alternatively, a Bachelor's degree in Finance, Business Administration, Economics, Management, or related field of study plus three (3) years of experience in the job offered or as Banker, Credit Analyst, Associate/Analyst (Investment/Banking), Trader, or related occupation.
One (1) year of experience with achieving financial sales success facing ultra-high net worth (UHNW) private clients.
One (1) year of experience with obtaining referrals of prospective Argentinean, Chilean, and Uruguayan clients.
One (1) year of experience with prospecting Argentinean, Chilean, and Uruguayan UHNW individuals and converting prospects to clients with portfolios of market value of at least $25 million.
One (1) year of experience with Argentinean, Chilean, and Uruguayan UHNW private client relationship management and team management.
One (1) year of experience with asset allocation, portfolio construction and portfolio reviews.
One (1) year of experience with marketing of traditional portfolio investments including equity, fixed income, foreign exchange, securities and mutual funds.
One (1) year of experience with marketing of options and derivatives including equity options, interest rate derivatives, and foreign exchange derivatives.
One (1) year of experience with marketing of alternative investments including private equity funds and hedge funds.
One (1) year of experience with marketing of deposit solutions, margin loans and structured loans.
One (1) year of experience with basic trust and estate planning advisory and identification of wealth and succession planning opportunities.
One (1) year of experience with connections within Argentinean, Chilean, and Uruguayan private banking UHNW individuals and Argentinean, Chilean, and Uruguayan family-owned business community.
One (1) year of experience with relationship with Argentinean, Chilean, and Uruguayan professional centers of influence, such as Argentinean, Chilean, and Uruguayan law firms, tax advisors, and Argentinean, Chilean, and Uruguayan multifamily advisor community.
One (1) year of experience managing and developing relationships with UHNW clients in Argentina, Chile, and Uruguay.
One (1) year of experience understanding of political, economic and business environment in Argentina, Chile, and Uruguay.
One (1) year of experience with Argentina, Chile, and Uruguay corporate law, and personal tax concepts.
One (1) year of experience assessing and mitigating risks associated with financial transactions.
One (1) year of experience handling sensitive financial information in compliance with country-specific privacy laws.
One (1) year of experience with direct sourcing, client acquisition, and building a client base and network in LATAM.
Oral, auditory, and written fluency in the Spanish language.
FINRA SIE license.

Responsibilities

Conduct comprehensive financial and wealth planning analyses to identify and address high net worth (HNW) and ultra-high net worth (UHNW) Latin American (LATAM) clients' unique objectives, ensuring alignment with their long-term investment goals and family wealth structures.
Use the Spanish language to validate the clients' current investment objectives and to prepare recommendations for appropriate investment products.
Utilize advanced financial modeling and market analysis to tailor solutions that meet LATAM clients' evolving needs.
Meet solo with HNW and UHNW clients to provide sophisticated advisory services on portfolio construction and investment strategies, communicating these strategies to clients in Spanish.
Perform market analyses and research to proactively identify and independently contact possible new HNW and UHNW Argentine, Chilean and Uruguayan private client prospects.
Autonomously provide wealth management advice and solutions to HNW and UHNW families in LATAM, specifically in Argentina, Chile, and Uruguay, using the Spanish language to communicate with clients.
Address clients' complex financial issues and propose innovative wealth management solutions.
Responsible for client experience and engaging resources to deliver a complete wealth management solution.
Use the Spanish language to market and implement investment, banking, financing, and fiduciary solutions to HNW and UHNW clients from Argentina, Uruguay and Chile.
Leverage senior-level relationships with specialists, and coordinate their advice to clients on defining and implementing portfolio investment strategy, in structuring and executing credit and lending transactions, and in defining and implementing succession and fiduciary plans.
Build trust with clients and effectively manage relationships by communicating with them in their native Spanish language.
Ensure that proposed solutions and services achieve the clients' needs, goals, and objectives.
Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists, and that accounts are properly maintained and serviced.
Perform all necessary duties to maintain in good order the firm's books and records with respect to private clients, including fulfilling know-your client duties, observing cross-border regulations, collecting and updating client information, and addressing anti-money laundering obligations.
Independently contact, prospect, and convert leads to new private clients.
Provide on-the-job training to junior staff.
Travel to the LATAM (Argentina, Uruguay, and Chile) region to meet clients.