JP Morgan Chase

Runs a consumer bank and an investment bank

Vice President Investor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeMiami, FL, USA$161.5k - $260kIn-person

About the Job

Requirements

A bachelor's degree is required.
Fluency in Spanish and English is required.
Series 7, 66, and insurance licenses are required; unlicensed candidates must obtain them within 90 days of the start date.
Seven or more years of experience in private banking or the financial services industry is required.
Demonstrated understanding of wealth management, including credit, deposits, trust, and financial planning, is required.

Responsibilities

Conduct investment reviews with clients to validate their current investment objectives and prepare recommendations for appropriate investment products.
Develop investment policy statements and advise on asset allocation.
Close sales of complex investment products.
Coordinate sales efforts with Capital Advisors, Trust Officers, and Wealth Advisors.
Focus on qualified purchaser clients and act as the primary resource for investment communication.
Build working relationships with internal clients.
Adhere to internal and external policies and procedures regarding securities transactions and the code of conduct.
Provide guidance to junior staff.

Desired Qualifications

An MBA or CFA is preferred.
Prior experience providing complex investment solutions to individuals is preferred.
In-depth experience or knowledge of hedge funds, private equity, and alternative investments is preferred.
The ability to execute trades smoothly and manage brokerage activity is preferred.
Sales experience in profiling, overcoming objections, negotiation, team selling, closing sales, and asking for referrals is preferred.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As an Investment Specialist within the LATAM South market, you are responsible for helping Bankers win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.

Job Responsibilities

Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products
Develop investment policy statements and advise on asset allocation
Closes sales of complex investment products
Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
Build excellent working relationships with internal clients
Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
Provide guidance to junior staff

Required Qualifications, Capabilities, and Skills

Bachelor’s degree required
Fluency in Spanish + English
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Seven plus years of experience in Private Banking or Financial Services industry
Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning

Preferred Qualifications, Capabilities, and Skills

MBA or CFA preferred
Prior experience providing complex investment solutions to individuals
In depth experience and/or knowledge of hedge funds, private equity and alternative investments
Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

Base Pay/Salary: Miami,FL $161,500.00-$260,000.00

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size: 10,001+
Company stage: IPO
Headquarters: New York City, New York
Founded: 1799

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