SC Banker (Multiple Positions Available)
DESCRIPTION:
Duties: Independently conduct quantitative and qualitative analyses of financial services and products for high-net-worth individuals in Brazil, utilizing accounting tools, economic and behavioral science models, probability, statistics, and estate planning. Communicate with clients in Portuguese to understand their financial objectives and investment goals, assess risk and return, and directly deliver to clients the customized financial strategy recommendations, using the Portuguese language to further develop relationships with both existing and new prospect Brazilian high- net-worth individual clients. Assess and coordinate lending resources, preparing credit proposals in Portuguese based on clients' needs and objectives, and ultimately deliver the tailored credit solutions directly to the clients. Provide strategic guidance in Portuguese to high-net-worth Brazilian clients on managing, protecting, and enhancing their personal wealth, working alongside Wealth and Lending Advisors to execute customized investment and banking strategies and trust and succession planning through efficient fiduciary vehicles. Utilize expertise on investment solutions to advise clients on their portfolios and offer tailored services to individual client profiles, ensuring recommended products and services meet their specific financial objectives. Conduct thorough investment reviews to validate clients' goals, and prepare Portuguese language documents that summarize personalized recommendations for appropriate investment options, including developing a long-term investment plan and providing guidance on asset allocation. Drive efforts to attract new clients and maintain strong, lasting relationships, building trust and providing expert investment advice and solutions tailored to high-net-worth clients in Brazil. Develop new business and improve client experiences by engaging cross-functional resources to offer complete Private Bank services. Support team efforts, adhering to established internal and external policies and procedures regarding securities transactions, ethical conduct, and other relevant guidelines. Perform risk management activities, including monitoring client service tasks, managing cross-border documentation, and ensuring compliance with \"Know Your Client\" (KYC) requirements. This position requires up to 20% international travel to Brazil to visit various client sites.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Business Administration, Business Studies, Finance, Economics, Engineering, or related field of study plus two (2) years of experience in the job offered or as SC Banker, Private Banker, Investment Banker, Investment Banking Analyst, or related occupation.
Skills Required: This position requires two (2) years of experience with the following skills: articulating financial planning strategies and investment solutions to current and prospective high net worth clients in Brazil; private banking services including investments, mortgages, loans and trust and estates; 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; running portfolio analysis and financial modeling using Microsoft Excel; accessing economic news, financial market data/analytics, and price quotes using Thomson Reuters Eikon or Bloomberg Terminal; analyzing legal documents related to finance and estate planning in Brazil, in accordance with Brazilian laws and regulations; and Brazil history, culture, politics, and economics. This position requires oral, auditory, and written fluency in the Portuguese language. This position requires the following license(s): SIE.
Job Location: 1450 Brickell Avenue, Miami, FL 33131. This position requires up to 20% international travel to Brazil to visit various client sites.
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion