Wealth Management – Latin America Private jobs at Jpmorgan in United States, Miami
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חברה (1)
אופי המשרה
קטגוריות תפקיד
שם תפקיד (1)
United States
אזור
Miami
נמצאו 70 משרות
01.04.2025
JPM
JPMorgan US Private Bank - Head Investments Advice Managing Director United States, Florida, Miami
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....
Provide leverage to the Senior Banker on daily client priorities. Support the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating...
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...
Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting. Assist in account opening process and internal preparation to facilitate subsequent investments. Monitor client accounts and provide...
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...
Help devise customized financial strategies for existing and prospective clients. Prepare pitch books and meeting materials. Collaborate with integrated team members to analyze balance sheets and understand a clients’ investment...
Help devise customized financial strategies for existing and prospective clients. Prepare pitch books and meeting materials. Collaborate with integrated team members to analyze balance sheets and understand a clients’ investment...
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....
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