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.
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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.
Job Location: 1450 Brickell Avenue, Miami, FL 33131. This position requires up to 15% domestic and international travel to various client sites. Telecommuting permitted up to 20% of the week.
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.