Managing Director jobs in United States, Florida, Miami
JPMorgan International Private Bank- Executive Director- Banker United States, Florida, Miami
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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
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JPMorgan US Private Bank - Lending Specialist Executive Director United States, Florida, Miami
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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
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EY EY-Parthenon - Strategy Execution Deal Technology Director M... United States, Florida, Miami
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Requisition Id : 1628053
CHS :
CHS consists of Consumer Products and Healthcare sectors.
CNS - BC - Supply Chain & Operations :
It has multiple fields of play such as:
Supply Chain and Operations - we provide a unique combination of industry-specific, strategic, operational and financial insights, digital technology advances and strategic alliance partners to deliver better outcomes and also help clients effect fundamental change in their operations’ performance to support sales growth, become more cost competitive, minimize risk and ensure operational resilience.
Your key responsibilities
Technical Excellence
•In-depth domain knowledge in one or more areas and expertise in at least one sector of the following sectors: listed – Automotive, Consumer Products, Diversified industrial products, Metals and Mining, Pharmaceuticals, Retail, technology, BFSI
•Expertise in the Finance function: processes, data analysis, finance roles and responsibilities, operating model including governance and performance management
•Expertise in at least three of the following areas: the areas of process and controls optimization, Shared Services, finance function consolidation / integration, working capital optimization, financial close process optimization, performance management and dashboard creation, planning, budgeting and Forecasting.
•Experience in Finance transformation projects across design and deployment phases, preferably involving the use of enabling technology
Skills and attributes
To qualify for the role you must have
Qualification
· B.E. / B.Tech. or CA + MBA (preferably from a reputed institute with a good academic background
What we look for
People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful and able to sustain postivie energy, while being adaptable and creative in their approach.
What we offer
If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.
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JPMorgan US Private Bank - Head Investments Advice Managing Director United States, Florida, Miami
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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.
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Citi Group Director Private Banker CPB - MIAMI United States, Florida, Miami
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The Private Banker Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level, and externally. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas.Responsibilities:
- Actively identify prospects and establish contact with them/convert prospects into clients.
- Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.
- Anticipate events in a client’s life and business which have significant financial implications.
- Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
- Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank.
- Effectively manage client expectations regarding what can and cannot be executed on their behalf.
- Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
- Uncover needs that are not articulated or clearly expressed by the client.
- Bring together the product experts to develop long-term solutions to strengthen relationships with the firm.
- Help clients achieve broad financial/investment goals related to the creation and management of wealth.
- Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
- Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives.
- Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.
- Establish a referral network and gain introductions to potential clients which generate new sales.
- Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank.
- Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
- Demonstrate strong commitment to team success and place team goals above personal achievement.
- Encourage team members to work together to deepen client relationships and exceed sales goals.
- Align complementary experiences and skill sets of team members to maximize client effectiveness.
- Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues.
- Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seek or grant approvals as appropriate.
- Ensure compliance on regulatory requirements and minimizes any potential liability for Citi.
- Ensure strong controls and effective operational and administrative services.
- Partner with colleagues across the Citi network to leverage capabilities and share expertise.
- Ensure clients are presented with seamless execution of internal processes and Citigroup services.
- Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution.
- Understand and communicate the risk involved with various investment strategies.
- Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity.
- Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability.
- Understand the broad array of products and services under the Citi umbrella.
- Apply an in-depth level of knowledge in key investment and financing products.
- Develop expertise to identify business opportunities and address the unique needs of specific client segments.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
- 10+ years of experience
- Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling
- Proficiency in Spanish preferred
- Required Licensing/Registration: SIE, Series 7, Series 66 (or 63 and 65)
Education:
- Bachelor's/University degree, Master's degree preferred
Anticipated Posting Close Date:
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JPMorgan US Private Bank - Banker Executive Director United States, Florida, Miami
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As a Private Banker in the U.S. 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
- Six plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree required
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Proven sales success and strong business acumen
- Strong community presence with an established network
- Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
- Focuses on the client experience and works tirelessly on the client’s behalf
Preferred Qualifications, Capabilities, and Skills
- MBA, JD, CFA, or CFP preferred
- Proactive, takes initiative, and uses critical thinking to solve problems
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
- Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
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Share
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
These jobs might be a good fit
