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Wealth Management- Latin America Private Bank - Investor, Brazil Team - ED

Req #: 170103338
Location: New York, NY, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 5000 US Dollar (USD)
JP Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of more than $2 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity.
                                          
The J.P. Morgan 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 and was recognized in February 2017 by Euromoney as the best Private Bank Services Overall for High Net Worth and Ultra High Net Worth individuals in Latin America.
                                                
Primary Function
As part of our team of specialists, the Investor is responsible for helping the Banker win new clients and deepens and strengthens existing client relationships through advising on investment solutions. This Investor will provide Brazilian clients with advice and cross asset class execution including equities, fixed income, derivatives, alternatives, and offer recommendations according to changing market conditions; He/ She will understand local portfolios, economic environment and trends in Brazil to advice clients on how global macro trends affect their asset allocation, investment goals and risk profile.
 
  • Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products 
  • Provide clients with institutional service, advice, and cross asset class execution including equities, fixed income, derivatives, alternatives, and offer recommendations according to changing market conditions
  • Analyze, construct and manage investment portfolios, advising clients on asset allocation, tactical trading, portfolio rebalancing and hedging strategies.
  • Develop investment policy statements and advise on asset allocation
  • Closes sales of complex investment products
  • 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
  • Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors
  • Provide guidance to junior staff
  • Bilingual in English and Portuguese
  • In depth experience and/or knowledge of hedge funds, private equity and alternative investments
  • Able 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
  • Conducts operations within FINRA and other regulatory agency guidelines and requirements
  • Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
  • Ability to work in a team based environment
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