Drive Future - Fig Payments Sales Internship jobs at Jpmorgan in Chile, Santiago
JPMorgan Payments - Trade & Working Capital Sales Vice President Chile, Santiago Metropolitan Region, Santiago
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
משרות נוספות שיכולות לעניין אותך
JPMorgan Payments - Implementation Associate Chile, Santiago Metropolitan Region, Santiago
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- 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 clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients’ needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
משרות נוספות שיכולות לעניין אותך
JPMorgan Drive Future - Technology Intern Chile, Santiago Metropolitan Region, Santiago
As a Global Regulatory Change and Controls Analyst within the Corporate Investment Banking Global Regulatory Change and Controls team, you will be tasked with the execution of daily regulatory obligations and managing exceptions in regulatory reporting controls.
Job responsibilities:
- Execute daily reporting controls to ensure completeness, accuracy, validity and timeliness of regulatory reporting.
- Log and track issues or control gaps identified.
- Work with Business and Technology to prioritize the requirements by presenting the business case.
- Escalate reporting issues to Senior management, Compliance and appropriate Control Forums in a timely manner.
- Conduct thematic review of regulatory reporting issues or breaches, and propose the enhancement plans.
- Drive and deliver regulatory reporting process changes including automation initiatives.
- Perform end to end testing for Regulatory changes.
Required qualifications, capabilities, and skills:
- 5 years of experience in execution of Regulatory Reporting controls.
- Knowledge of operational processes and controls, with good understanding of risk, controls and quality assurance functions.
- Identify source of data, validating data, writing business requirements and testing reports.
- Effective communication skills, with an ability to negotiate and influence different levels of stakeholders in CIB LOBs and functional areas.
- Ability to collaborate with partners across multiple disciplines, functions and locations
- Analytical and problem solving skill with strong sense of ownership and responsibility
- Have a proactive, focused approach, looking at continuous ways to improve the control and operational environment.
Preferred qualifications, capabilities, and skills:
- Experience in Alteryx or Tableau for improving & automating regulatory reporting controls
- Prior experience in executing regulatory reporting controls like completeness, accuracy & timeliness.
משרות נוספות שיכולות לעניין אותך
JPMorgan Drive Future Intern - Legal Entity Controller Chile, Santiago Metropolitan Region, Santiago
- Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
- Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
- Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
- Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals.
- Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
- Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
- Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
- Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
- Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
- Ability to quickly and accurately learn products, services, and procedures.
- Client service experience or comparable experience.
- High school diploma or GED equivalent.
- Strong desire and ability to influence, educate, and connect customers to technology solutions.
- Cash handling experience.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offerdiversions or program entries.
משרות נוספות שיכולות לעניין אותך
JPMorgan Drive Future - Operations Internship Chile, Santiago Metropolitan Region, Santiago
Join Drive the Future internship program inif you are a recently graduated student without job experience. This is a full-time intern role in which you will receive several trainings & coaching to develop professional skills while experiencing our inclusive culture led by our principles: Service, Hearth, Curiosity, Courage and Excellence. In this opportunity the
Client Onboarding Operations Teamis looking a new intern.
is accountable for providing support on activities assigned by the unit leader in regards but not limited to: On-boarding, Client Maintenance and Reference Data processes required for trading activities, carried out by the local franchise and Peruvian Branch.
Requirements and Qualifications:
- Fluency in English (Speaking, writing and Reading).
- Advanced skills in the use of office tools (Excel, Word and Power Point).
- Related Bachelor’s Degree in Business preferred
- Advanced MS Excel skills
- Strong written and verbal communication skills
- Time Management/Prioritization
- Multi-Tasking
- Executive-style Communication
- Working Well Under Pressure
- Issue Resolution
- Organizational Skills
- Analytical Skills
- High Attention to Detail
- Last year of undergraduate program, or graduate with no more than 1 year of experience.
After you click ‘Apply’, the first step is to fully complete your application.
Once you have submitted your application, if you meet the minimum requirements for our program you will be invited to complete a video interview through HireVue.
- HireVue is required, and your application will not be considered for further review until you have completed this step.
- Applications will be reviewed on a rolling basis; we strongly encourage you to complete your HireVue video(s) within 1 week of receiving.
Keep in mind your video submission should be complete in English.
משרות נוספות שיכולות לעניין אותך
JPMorgan Drive Future Internship Program - Controllers Business Manag... Chile, Santiago Metropolitan Region, Santiago
Join Drive the Future internship program inif you are a recently graduated student without job experience. This is aintern role in which you will receive several trainings & coaching to develop professional skills while experiencing our inclusive culture led by our principles: Service, Hearth, Curiosity, Courage and Excellence. In this opportunity the
LATAM & Canada Controllers’
Job responsibilities:
- Support Project execution (Implementation of new projects to enhance controls and process in the region as well than participate in projects executed at global level).
- Support Control Metrics and Key items/initiatives scorecard production.
- Support Preparation of monthly and quarterly control forums
- Support and monitor administrative requirements, people/HC requirements, control requirements, BM requirements between others.
- Support/Monitor policies and procedures changes that may impact LATAM LEC organization, socialize and run gap analysis if needed.
Preferred qualifications, capabilities and skills:
- Graduated students of Accounting/Finance/Administration/Business
- Fluent in English
- Full-time availability
- Knowledge of MS Office package
- Knowledge of accounting and project management
After you click‘Apply’, the first step is to fully complete your application.
Once you have submitted your application, if you meet the minimum requirements for our program you will be invited to complete a video interview throughHireVue.
• HireVue is required, and your application will not be considered for further review until you have completed this step.
• Applications will be reviewed on a rolling basis; we strongly encourage you to complete your HireVue video(s) within 1 week of receiving.
Keep in mind your video submission should be complete in
English, unless directly advised otherwise.
משרות נוספות שיכולות לעניין אותך
JPMorgan Drive Future - Equity Sales Internship Chile, Santiago Metropolitan Region, Santiago
Join Drive the Future internship program inChileif you are a recently graduated student without job experience. This is aintern role in which you will receive several trainings & coaching to develop professional skills while experiencing our inclusive culture led by our principles: Service, Hearth, Curiosity, Courage and Excellence. In this opportunity theEquity Sales
This role is based on the cash equities Sales & Trading desk. Key responsibilities include daily research and market color distribution, engaging in live discussions on relevant market topics and coordinating with internal teams to manage daily flow-related tasks. These discussions require a strong understanding of financial and macroeconomic concepts and are conducted in English, so proficiency is essential.
Job Responsibilities:
- Support the Equity Sales team in Chile, covering institutional clients from Latin America excluding Brazil.
- Prepare daily reports that include market color, research content, and investment ideas.
- Engage in constant interaction with the Equity Research Team to convey investment ideas to our institutional clients.
- Manage daily operational tasks (trade settlements, confirmations, onboardings, etc.) and maintain relationships with back/middle offices.
- Assist in the logistics and coordination of client agendas and requests.
Preferred qualifications, capabilities and skills:
- Recent graduates in Commercial Engineering or Civil Engineering.
- Advanced proficiency in English.
- Full-time availability
- Strong numerical and analytical skills.
- Solid understanding of main Macroeconomic variables & Financial concepts as long as a general understanding of Financial Markets.
- Proficiency in computer skills, particularly Excel.
After you click‘Apply’, the first step is to fully complete your application.
Once you have submitted your application, if you meet the minimum requirements for our program you will be invited to complete a video interview throughHireVue.
• HireVue is required, and your application will not be considered for further review until you have completed this step.
• Applications will be reviewed on a rolling basis; we strongly encourage you to complete your HireVue video(s) within 1 week of receiving.
Keep in mind your video submission should be complete in
English, unless directly advised otherwise.
משרות נוספות שיכולות לעניין אותך
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
משרות נוספות שיכולות לעניין אותך
