דרושים Wealth Management Solutions Trust & Estates- ב-גיי פי מורגן ב-United States, Miami
JPMorgan JP Morgan Wealth Management - Private Client Advisor Miami F... United States, Florida, Miami
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 Treasury Management Officer - Commercial Bank United States, Florida, Miami
- Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
- Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
- Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
- Lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
- Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
- Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
- Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
- 10+ years of cash management, sales and relationship management experience
- Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
- Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
- Excellent verbal and written communication skills
- Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
- Strong time management, organizational and planning skills
- Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
- Bachelor’s degree
- Certified Treasury Professional designation
- Strong creative solution and problem-solving abilities
JPMorgan JP Morgan Wealth Management - Private Client Advisor South M... United States, Florida, Miami
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
JPMorgan Wealth Management Solutions Trust & Estates- United States, Florida, Miami
Job Summary:
As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for overseeing the administration of estates or terminating includable trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax Officers and trust counsel to resolve tax issues, and address questions raised by beneficiaries, co-executors and co-trustees and their advisors. You will also develop relationships with beneficiaries and advisors, maintain current information on beneficiaries, and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business. Your role will also involve training and personal development, as well as assisting in training and developing Estate Administrators and Professionals.
The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals. When JPMorgan is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent for estate tax purposes, it is the Estate Officer's role to oversee the administration of the estate or terminating includable trust.
Job Responsibilities:
• Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services
• Make recommendations regarding how the Bank shall exercise discretionary powers it has as executor and or trustee
• Oversee investment decisions, including working with investors to ensure that the trust's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in accordance with its investment guidelines (Mandate)
• Work with Tax Officers and trust counsel to resolve tax issues
• Address questions raised by beneficiaries, co-executors and co-trustees and their advisors
• Work in a team-based environment. develop relationships with beneficiaries and advisors in order to have appropriate knowledge to carry out the decedent and or grantor’s purposes and meet the needs of the beneficiaries
• Maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm’s fiduciary duties and to provide superior client service
• Partner with client's other advisors (attorney, accountant); highly respected by external professional advisor community
• Develop, retain and deepen client relationships
• Partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business. This includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts, charitable trusts, and specialized Delaware trusts
• Cross-sell JPM products/services; maintain and develop strategies for increasing business with current clients; professional advisor cultivation
• Reading the fiduciary materials which are circulated to each Estate Officer, attending in-house and external seminars and taking required Proficiency Training courses offered internally on a quarterly basis
• Assist in training and developing their Estate Administrators and Professionals, including performance management and feedback
Required Qualifications, Skills and Capabilities
- In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements applicable to fiduciary relationships
- Minimum of 7 years of relevant experience focused in the Trust and Estates business; either at a corporate fiduciary or a law firm
- Solid Client Relationship Management experience
- Comprehensive knowledge of trust and estate law, income, transfer, and generation skipping taxation, with ability to apply that knowledge to post-mortem planning exercises and account administration
Preferred Qualifications, Skills and Capabilities
- Bachelor’s Degree required; MBA or other advanced degree is a plus; J.D. strongly preferred
- Knowledge of internal procedures involving distributions, account maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus.
JPMorgan JP Morgan Wealth Management - Private Client United States, Florida, Miami
- Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
- Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
- Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
- Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
- Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
- Prioritize daily work, track progress for current work, and consistently meet deadlines
- Maintain and foster team culture
- A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
- If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
- A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• 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
JPMorgan Events Management Analyst United States, Florida, Miami
The Southeast Region Private Bank Events supports client events from concept to execution, for the J.P. Morgan’s US Private Bank, the Analyst will play a role in the event strategy for the markets in the region, assisting the manager and colleagues with all work related to any in-person or virtual event responsibilities including content development, speaker readiness, data tracking, client experience, execution, follow-up and impact.
As the Events Management Analyst reporting to the Southeast Region Head of Private Bank Events you will assist and support in all aspects of client event activities, from concept to execution. You will work on multiple event projects simultaneously, ranging from large events, to intimate roundtable dinners. In addition, you will manage administrative tasks in support of the Southeast Region events team, including but not limited to, data management/entry and invoice and expense management/processing. In order to ensure a consistent and distinctive experience for clients, this role requires interaction with colleagues on the global events team, bankers and product partners, and senior management.
Job responsibilities:
- Manage administrative support for the Southeast Region events team, including invoice and expense management (vendor setup in payment systems, invoice processing and tracking, etc.)
- Manage confidential client data, various event budgets, calendars, and operational efficiencies
- Support data entry and management, leveraging our events management platform to track events, manage RSVPs pre and post event.
- Manage event email communications via our event management platform, including the invitation, reminders, and post event communications
- Coordinate of pre-event administrative tasks such as briefing templates, production of name badges, place cards, menu cards, printed materials; packing and shipping of event supplies
- Coordinate of post-event administrative tasks such as final data management and event debrief documents
- Manage onsite event staffing which may include registration desk management and distribution of materials
- Maintain event supplies inventory, ensuring all necessary items are in stock and well organized
- Participate in weekly regional team meetings
- Assist with vendor relationships, maintaining contacts at venues and market contacts
- Assist in researching event venues and obtaining event proposals
Required qualifications, capabilities, and skills:
- 2+ years of work experience in a related job discipline (event planning, hospitality, administrative assistant, etc.) or professional/corporate environment
- Must be able to multi-task and work under tight deadlines
- Excellent oral and written communications skills
- Excellent organizational skills and extreme attention to detail
- Ability to prioritize tasks and communicate clearly amongst a variety of personalities
- Excellent/advanced skills working in Microsoft Products (Excel, Word & PowerPoint)
- Ability to master various database products
- Ability to work early morning and late evening events
Preferred qualifications, capabilities, and skills:
- Experience working in SharePoint, Stova or other CRM platforms
- Financial services experience
JPMorgan Payments-Product Solutions Manager-Vice President United States, Florida, Miami
- Leads solutioning and the adoption of existing and upcoming client-facing products and capabilities while defining and configuring optimal solutions that address clients’ needs and objectives
- Serves as a subject matter expert on a defined set of products and capabilities with a deep understanding of our clients’ needs and current industry trends
- Supports Sales in pricing, pipeline planning, account planning, and upskilling the team on product knowledge by collaborating on training and collateral materials
- Engages with client teams to better understand pain points and refine solutions while regularly communicating critical client feedback to Product teams to inform the strategic product roadmap
- Identifies and engages potential clients to expand our market share, while mining the existing Payments portfolio for new business development opportunities, with a focus on Puerto Rico and Latin American clients
- Work closely with Payments sales, product management, and the request for proposal team to coordinate responses and make informed
- 5+ years of experience or equivalent expertise in problem-solving across multiple teams and a cluster of products
- Extensive experience working in a sales cycle and engaging with clients on a regular basis
- Experience modifying preconfigured solutions to meet complex problems
- Demonstrated prior experience working in a highly matrixed and complex organization
- Fluent in English and Spanish
- Fluent in Portuguese
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
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