Latin America Private Bank - Investment Specialist jobs at Jpmorgan in United States, Miami
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Job type
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Job title (1)
United States
State
Miami
73 jobs found
15.04.2025
JPM
JPMorgan US Private Bank - Team Lead United States, Florida, Miami
Manage and build 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...
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
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...
Develop new and manage existing client relationships, providing exceptional service that exceeds expectations. Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person...
Keep up to date with markets, investments and new solutions. Hold weekly Investor team meeting to communicate information, priorities, identify target client opportunities appropriate for sales and investment priorities, etc....
Become a Subject Matter Expert to be able to present on the firms investment themes, various investment platforms, and products/investment strategies. Effectively communicating the JP Morgan Wealth Management view and...
Shares the value of Chase Private Client with clients that may be eligible. Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and...
Manage and build 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...
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