Executive Director jobs in United States, Florida, Miami

Posting Description

As a Private Banker in the Latin America Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities:

• 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 new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required qualifications, capabilities and skills:

• Eight plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Latin America Mexico Market
• Spanish fluency oral and written required
• Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Available to travel internationally to serve off-shore international clients
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Bachelor’s Degree required

As a Lending Specialist in the U.S. Private Bank, you will manage our most complex borrowing relationships by presenting J.P. Morgan Private Bank’s credit solutions to ultra-high net worth clients and advising on implementation.

Job Responsibilities

• Act as internal sales leader for the credit product, liaising with Market Managers, Bankers and Investors to ensure credit is a core part of the J.P. Morgan offering
• Partner with Bankers to uncover needs and deliver sophisticated and innovative solutions to client and prospect financings or restructurings
• Originate credit leads from prospects and existing clients and lead credit marketing initiatives for the local market
• Handle deal analysis, due diligence and credit presentations
• Supervise credit approval memos/restructure memos
• Monitor portfolio risk and proactively work to improve portfolio quality and prevent loss
• Manage underwriters to implement changes to debt structure/risk ratings in response to changes in risk environment

Required Qualifications, Capabilities, and Skills

• Seven plus years of experience with extensive credit, loan and deposit products
• Bachelor’s degree required
• FINRA Series 7 & 66 licenses required for position; unlicensed candidates considered but required to obtain licenses within 90 days of start date
• Prior experience structuring creative and complex credit transactions
• Completion of formal credit training program
• Demonstrated understanding of wealth management including, but not limited to: investment management, trusts and financial planning
• Expert knowledge of and proven success with complex credit products and concepts including, but not limited to residential real estate loans, concentrated collateral loans, unsecured lending, marketable secured lending, aircraft finance and art lending

Preferred Qualifications, Capabilities, and Skills

• MBA
• Knowledge of capital markets and macro interest rate environment
• Knowledge of account maintenance, loan closing, credit administration and compliance procedures
• Ability to communicate sophisticated credit concepts to all levels of clients and prospects
• Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

Job Description:

Posting Description

As the Head of Investments and Advice in the U.S. Private Bank, you will lead the Investor team within the respective market and manage responsibilities as a Senior Investor. Collaborating closely with the Regional Investment Team Leader and Market Manager, you will help drive the overall priorities of the Investor team. Furthermore, you will play a key role in coordinating sales initiatives with Capital Advisors, Fiduciary Administrators, and Wealth Advisors.

Job Responsibilities

• 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.
• Execute and measure a sales and risk management process, to achieve numerous business goals
• Actively engage with Investors in preparing for client and prospect meetings, as well as post call debriefs
• Create, schedule, lead internal training sessions about investments and new products
• Implement standards around client experience relating to investments throughout entire sales and relationship continuum (initial meeting/pitch, portfolio management, ongoing advice, client review)
• Partner with Market Manager on various items including: executing market strategy to achieve business results, assessing current landscape and strategy to prosecute opportunities within the market, sales management (NNC, Flows, AUM, Priorities, etc.)

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree required
• Ten plus years of experience in Private Banking or Financial Services industry.
• Prior experience providing complex investment solutions to Ultra and High Net Worth families and/or individuals.
• FINRA Series 7, 66, 9, 10 and Insurance licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date

Preferred Qualifications, Capabilities, and Skills

• MBA or CFA preferred
• Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.
• Meaningful experience and/or knowledge of hedge funds, private equity and alternative investments.
• Able to execute trades smoothly and seamlessly in regard to executing and managing brokerage activity.
• Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning.