Wealth Management – Investor for the Brazilian Market

Job description

Wealth management - Investor for the Brazilian Market (Based in Geneva)

 

J.P. Morgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 265,000 employees and operations in over 60 countries.  It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.

 

The Global Wealth Management business offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities. JPMorgan Private Bank was recognized in 2015 by Euromoney as the world’s best global private bank, with more than 1,800 client advisors in 120 offices in 11 countries.

 

 

The Team


The investor team manages the portfolios of Private Banking clients across a range of products (equities, fixed income, foreign exchange, derivatives, structured products, alternative investments and private equity). The investor will work with clients and prospects to deliver the bank's strategy and best investment advice.

 

The successful candidate will integrate into the Brazilian Investors team to help manage the existing book and develop new business.

 

The Role

 

·  Work within a broad team of Global Investors and Bankers to manage discretionary and advisory client portfolios.
·  Focus on active and transactional clients across client segments; strong markets and trading experience a prerequisite
·  Understand client's investment plan and objectives to advise on portfolio construction including overall asset allocation, tactical shifts and security selection.
·  Market and implement investment solutions in accordance with clients' asset allocation.  Such solutions will be delivered either on a discretionary or advisory basis and will include: mutual funds, structured products, hedge funds, private equity, as well as execution of more traditional brokerage transactions such as equities, bonds, foreign exchange, etc.
·  Grow new assets by identifying and developing new business opportunities from existing client base.
·  Convert non active assets into assets managed with an investment management mandate or on an advisory basis.
·  Support and participate in new marketing initiatives, alongside Bankers, to help convert prospects to clients.
·  Deliver performance reviews to clients across traditional and non-traditional assets - JPM and third party.
·  Cross-sell other JPMorgan services, products and solutions.

Requirements

 

·  Languages: Fluency in Portuguese is absolutely necessary ; proficiency in English and other additional languages would be an asset. 
·  Significant relevant market experience
·  Asset allocation / multi asset class portfolio or sales experience is preferable
·  Strong knowledge of investment products with the ability to extend beyond a single product to a multi-product focus
·  Excellent communication skills - the candidate must be articulate verbally and on paper and able to generate trust with clients through a credible discussion on investment matters
·  Strong presentation and interpersonal skills
·  Personality marked by drive and ambition with demonstrated success in dealing with a wide range of clients
·  Superior analytical skills; strong computer skills-PowerPoint and Excel expertise required
·  Ability to thrive in an internal culture that points to innovation, customer service, internal partnership and entrepreneurship
·  Team player capable of working effectively with many business partners
·  Non-commissioned background (or willingness to move to such a structure)

JPMorgan Chase & Co . is a leading global financial services firm with assets of more than $2.6 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

 

J.P. Morgan Asset & Wealth Management advises institutions, endowments, foundations and families throughAsset Management andWealth Management . Our Wealth Management business includes J.P. Morgan Private Bank, J.P. Morgan Securities and Chase Wealth Management.

 

J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.

 

Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We’re proud to be named ‘2017 Best Private Bank for Ultra-High-Net-Worth Clients’ by Euromoney: Egypt, France, Greece, Italy, Lebanon, Qatar, Spain, United Arab Emirates and UK.

 

JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.

 

If you would like to pursue a career with JPMorgan Chase & Co.’s Latin American Department in Switzerland, please apply online providing a cover letter and CV in English.

 

Due to legal restrictions, we will only be able to consider applications from applicants with a valid Swiss work permit, or holding a Swiss or European nationality .