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 Latin America 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 a Private Banker Associate in the Latin America Private Bank, you are responsible for providing support to a Senior Banker in all facets of managing their books of business. You will play a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. Your primary goal is to enhance client experience and assist our resources with delivering a complete wealth management solution to clients. Job Responsibilities Provide leverage to the Senior Banker on daily client priorities Support the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, communicating with clients, and executing on client needs Support the Senior Banker on client hierarchy and pipeline management Assist the Senior Banker in the sale of investments, banking, and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities Required Qualifications, Capabilities, and Skills Bachelor’s Degree required Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Sales/origination experience Coachable professional with good business acumen Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Excellent communication skills Strong analytical and quantitative skills Ability to multi-task and manage priorities effectively Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate) #J-18808-Ljbffr JPMorgan Chase & Co.
...Position Title: On-Deck Summer Internship - Legal Pay Rate : $25/hr. We Make Applying Easy! Want to apply to this job via text messaging? Text JOB to 75000 and search requisition ID number 1396922 . The advertised program is an AI recruiting assistant...
...We are a growing company seeking to add a Diesel Mechanic to join our team. We pride ourselves on providing our customers with second... ...with mechanical repairs and diagnostics on light/medium duty trucks. Heavy Duty Experience a Plus. Motivation and a Willingness to...
...JOB SUMMARY The Social Impact Associate embraces the mission of SoLa Impact and its corporate-affiliated non-profit, the SoLa Foundation, and is passionate about helping South Los Angeles residents thrive. Responsible for supporting the foundation in project coordination...
...Job Quick Facts: Specialty: Nocturnist Job Type: Permanent Facility Location: Philadelphia, PA Service Setting: Inpatient Reason for Coverage: Vacancy Coverage Type: Clinical only Coverage Period: ASAP - Ongoing Shift Schedule: 12-hr shifts...
...pre-trip and post-trip inspections on equipment Adhere to all safety protocols and guidelines while on the job Qualifications:... ...Oil Service: Twin Falls Oil Service is a leading provider of oilfield services in North Dakota. With a focus on safety, efficiency, and...