Example Company
Software engineer
- Location
- San Francisco
- Type
- Full time
- Compensation
- $150k-$200k
- Posted
- 2 days ago
Join a team building useful software. Work closely with engineering and design to turn new ideas into products.
Loading job details
IPB - VP Investor - LATAM South
- Location
- Miami
- Type
- Full time
- Posted
- 6D AGO
About the role
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 International 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 Specialist within the LATAM South market, you are responsible for helping Bankers win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
Job Responsibilities
- Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products
- Develop investment policy statements and advise on asset allocation
- Closes sales of complex investment products
- Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
- Build excellent working relationships with internal clients
- Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
-
Provide guidance to junior staff
Required Qualifications, Capabilities, and Skills
- Bachelor’s degree required
- Fluency in Spanish + English
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Seven plus years of experience in Private Banking or Financial Services industry
-
Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
Preferred Qualifications, Capabilities, and Skills
- MBA or CFA preferred
- Prior experience providing complex investment solutions to individuals
- In depth experience and/or knowledge of hedge funds, private equity and alternative investments
- Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
- Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
Similar roles
Corporate Development & Investor RelationsTheker
Investor Relations AnalystTenable
Expert Client Media Investment (all genders)Publicis Health · Munich- Expert Client Media Investment (all genders)Team One · Munich
Expert Client Media Investment (all genders)MSL (Global) · MunichExpert Client Media Investment (all genders)Digitas North America · Munich