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JPMorgan SC Banker 
United States, Florida, Miami 
593297623

14.09.2024

DESCRIPTION:

QUALIFICATIONS:

Minimum education and experience required: Bachelor’s degree in Business Administration, Economics, Engineering, or related quantitative field of study plus 7 years of experience in the job offered or as SC Banker, Executive Director (Banking), Financial Risk Manager, Portfolio/Investment Advisor, or related occupation. The employer will alternatively accept a Master’s degree in Business Administration, Economics, Engineering, or related quantitative field of study plus 5 years of experience in the job offered or as SC Banker, Executive Director (Banking), Financial Risk Manager, Portfolio/Investment Advisor, or related occupation.

Skills Required: Requires experience in the following: private banking client acquisition; private banking services including investments, loans, and trusts and estates; articulating financial planning strategies and investment solutions to current and prospective Brazilian clients, including pre- transaction planning strategies and customized lending options; constructing private banking client profiles and wealth portfolios based on current economic conditions; global practices within the private banking industry; cross-border banking regulations and laws applied to financial planning; creating presentations for clients using Microsoft PowerPoint and Adobe Acrobat PDF Pro; and comparing potential allocation strategies and generating multi-period projections based on complex market conditions using Monte Carlo Simulation analysis. This position requires oral, auditory, and written fluency in the Portuguese language.