The J.P. Morgan International Private Bank, which includes both the Ultra High Net Worth and High Net Worth businesses, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities.
Part of our team of specialists, as the Wealth Advisor, through a comprehensive understanding of our clients' wealth and objectives, you will help ensure that their estate, income, tax, philanthropic, and other planning needs on a global basis are identified and met.
Job Responsibilities:
- Serve as an advisor to clients on personal planning matters with respect to a client's global wealth, assets and activities
- Identify opportunities for the bank to serve in a current or future fiduciary capacity;
- Serve as a resource for international clients and families needing US platform and non-US platform solutions
- Advises generally on matters relating to family governance
- Assist single family offices on issues relating to establishment, expansion, services and other matters
- Help bankers and other team members in developing new and existing business efforts. This entails international and domestic travel
- As a senior marketer, deliver in-market educational presentations to internal and external audiences (including prospects, clients, and PAs), writes and reviews articles for internal and external publication, and is interviewed for articles in trade and general publications, and other media
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Required Qualifications, Capabilities and Skills
- Doctor of Law (J.D)
- Extensive experience working with complex international cross border private clients, their families and businesses
- Strong knowledge of U.S. income and transfer tax laws; a working knowledge of international tax treaties with the US and the US taxation of foreign trusts; general knowledge with income tax and transfer tax systems in Latin America; a general familiarity with principles of US immigration, and the ability to apply all such knowledge to client-specific planning situations
- Strong knowledge of individual, fiduciary, corporate and partnership income tax laws, with ability to apply that knowledge to client-specific planning situations;
- Ability to evaluate wealth transfer goals of clients and prospects, identify which of the available techniques are appropriate, explain opportunities to clients and prospects and work with clients and prospects, and their other advisors, to determine best ways to implement
- Ability to partner with clients' other advisors (principally their attorneys and accountants)
Preferred Qualifications, Capabilities, and Skills
- Sales experience, including: profiling, overcoming objections, negotiating, team-selling approach, closing the sale and bringing in referrals
- Highly respected by professional advisor community
- Demonstrated understanding of other wealth management disciplines, including investing and credit
- Ability to work in a team-based environment
- Fluent in English and Spanish
ABOUT US
JPMorgan Chase & Co., 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.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 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.