JPMorgan SC Banker 

United States, Florida, Miami 

699997415

DESCRIPTION:

Duties: Participate in the provision of financial services and products to high net worth individuals in Brazil. Develop an existing book of clients and prospect Brazilian high net worth individuals. Perform financial statement analysis using accounting tools, economic models, probability, statistics, and estate planning. Create customized financial strategies for existing and prospective clients, conducting quantitative research. Analyze balance sheets and understand clients’ objectives to invest, customizing recommendations that assess risk and return. This position requires up to 15% domestic and international travel to various client sites.

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.