Wealth Management - Latin America Private Bank - Banker

Profile

Wealth Management - Latin America Private Bank – Banker

The candidate will accountable for identify and develop client relationships with ultra-high net worth market in Central America and Caribbean. Leverage the specialists on their team in order to provide interdisciplinary and cross border expertise for the most complex clients. Responsible for new client acquisition through prospecting, development of external and internal referral sources and use of personal and professional contacts, to deliver results. Act as relationship manager for specific portfolio of clients and ensure every client has a positive experience. Coordinate ongoing communication with the clients and orchestrate the execution of the client plan. Develop a perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives. Bachelor’s degree is required, MBA, JD, CFP, CFTA, CIMA or CFA is strongly preferred. Should have 7+ years of experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in Central America and Caribbean Spanish skills are required. Series 7 & 66 licenses is required.

Additional Information

Job Identification: 210353653

Company info

JPMorgan Chase & Co,
3600 NW 82nd Avenue
Miami
Florida
United States 33166
Website : http://www.jpmorganchase.com