Wealth Management - Latin America Private Bank Banker Bolivia Team jobs at Jpmorgan in United States, Florida, Miami
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United States
Florida
Miami
34 jobs found
22.07.2025
JPM
JPMorgan JP Morgan Wealth Management - Private Client United States, Florida, Miami
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades. Aid the Advisors by building...
Help devise customized financial strategies for existing and prospective clients. Prepare pitch books and meeting materials. Collaborate with integrated team members to analyze balance sheets and understand a clients’ investment...
Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account...
Actively price and execute client requests for all Delta One products. Manage risk exposures (e.g., delta, rho, mu) applicable to index and swap books. Analyze in-scope companies' earnings forecasts and...
Manage administrative support for the Southeast Region events team, including invoice and expense management (vendor setup in payment systems, invoice processing and tracking, etc.). Manage confidential client data, various event...
Delivers an exceptional customer experience by acting with a customer-first attitude. Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships,...
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...
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades. Aid the Advisors by building...
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