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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.QUALIFICATIONS:Minimum education and experience required: Bachelor's degree in Industrial Engineering, Economics, Business Administration, or related quantitative field of study plus 2 years of experience in the job offered or as AWM Program Associate-SC Banker, Associate-SC Banker, Banker Analyst, or related occupation. The employer will alternatively accept a Master's degree in Industrial Engineering, Economics, Business Administration, or related quantitative field of study plus 1 year of experience in the job offered or as AWM Program Associate-SC Banker, Associate-SC Banker, Banker Analyst, or related occupation.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 & generating multi-period projections based on complex market conditions using Monte Carlo Simulation analysis.Job Location: 1450 Brickell Avenue, Miami, FL 33131. This position requires up to 15% domestic and international travel to various client sites and internal trainings. Telecommuting permitted up to 20% of the week.
Full Time
$77k-110k (estimate)
07/02/2024
07/19/2024
jpmorganchase.com
MCKINNEY, TX
>50,000
1968
>$50B
Banking
For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and... affirmative action employer Disability/Veteran.
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