דרושים Jp Morgan Advisors - Associate Market Executive Director ב-גיי פי מורגן ב-United States, Miami

• In depth knowledge of the LATM regulatory environment
• knowledge in treasury automation processes, host to host connectivity solutions, client ERP systems, metrics and analytics
• Fluent in Portuguese
  

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

Job responsibilities

• Manage Global Distributed Operating Model
• Participate in the management and oversight of offshore hubs and other business partners
• Coordinate and monitor fund administration group activities in calculating periodic and annual distribution requirements, performing monthly expense projections and accruals, monthly calculation of asset-based fees, disbursement analysis, and audit/shareholder report preparation support
• Identify and provide guidance to global hubs, supervisor staff on treatment of complex financial transactions and arrangement to ensure proper recording of expenses
• Act as the primary contact for client inquiries, requests and ad hoc projects on treasury issues
• Assist in developing and adjusting department procedures and systems enhancements
• Participate in and / or lead departmental initiatives, training and projects

Required qualifications, capabilities, and skills

• Ability to deliver amidst continuous change and in an agile work environment
• Advanced analytical skills with the ability to anticipate issues and proactively drive initiatives to achieve results
• Control focus with a thorough understanding of operational risk
• Interview candidates and provide detailed feedback
• Strong Microsoft Excel skills and general system acumen
• 5 plus years in the mutual funds industry, with a minimum of 3 plus in financial reporting, compliance, tax, fund administration, or fund accounting
• Bachelor’s degree or equivalent experience

Preferred qualifications, capabilities, and skills

• Ability to initiate and champion change
• Strong organizational skills, ideally with project and program management experience

Job responsibilities:

• Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
• Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards
• Communicate effectively with key business partners to understand projects and drive next steps
• Project manage and deliver key work streams and tasks
• Identify key business risks on the platform and drive resolution of mitigating controls
• Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework
• Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions
• Collect and maintain internal resources and documentation on collaboration sites, like SharePoint
• Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes

Required qualifications, capabilities, and skills:

• Bachelor’s degree in Business, Finance, Economics, or other related area
• Prior experience in Business Management or COO role
• Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders. Attention to detail is a must with continuous focus on design excellence
• Demonstrated ability in dealing with different stakeholder groups and driving the agenda
• Excellent communication, organization and project management skills
• Ability to articulate and demonstrate thoughtful rationale in design decisions
• Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables)
• Self-motivated, tenacious and able to work with high degree of independence
• Excellent written and oral communication skills
• Strong time management and prioritization skills

Preferred qualifications, capabilities, and skills:

• Ability to speak Portuguese a plus

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