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Wealth Management - Latin America Private Bank - Wealth Advisor Professional - Miami, FL

JPMorgan Chase & Co.

JPMorgan Chase & Co.

Accounting & Finance
Miami, FL, USA
Posted on Friday, May 31, 2024

Job Description

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.

The Wealth Advisor Professional assists the Wealth Advisors who provide private clients with general tax, financial planning, and related trust and estate planning recommendations. The Professional will work with the Latin America Wealth Advisors to provide support for work involving the creation and implementation of client solutions, marketing and new product offerings, and management of internal pipelines.

The Wealth Advisor Professional shall be responsible for assisting with the on-boarding of new fiduciary business, preparing associated internal and external documents, and interfacing with JPMorgan’s International Fiduciary Services division and other fiduciary service providers in the establishment and administration of clients’ fiduciary structures, which can include trusts, personal investment companies and family funds. The role includes responsibilities for obtaining client documentation and liaising with the clients’ external advisors. Tracking and managing projects generated through multiple Wealth Advisory teams, and coordinating across different areas of the firm are the central responsibilities for the Professional. The Professional shall also assist with the internal record keeping of the team, including client tracking and metrics.

Job Responsibilities

  • Assist the Wealth Advisors, Bankers or clients with enquiries relating to existing trust or company structures, e.g., by confirming details of settler, protectors, beneficiaries, what companies are involved, as well as checking on general history of a structure
  • Prepare documentation to set up trusts and offshore investment holding companies
  • Create presentations and other marketing materials for Wealth Advisors, including presentations in English and Spanish
  • Coordinate with external service providers, client advisors, and Wealth Advisors to ensure compliance with corporate governance and fiduciary requirement
  • Obtain and implement the Bank’s document/policies posted to the intranet site
  • Update performance metrics and pipeline report
  • Coordinate with fiduciary clients, trust companies, and client's external legal advisors or accountants, and to carry out the implementation of restructuring projects (for example, changing trustees, liquidation of companies, change of beneficiaries, trust deed amendment; conversion from stand-alone company structure to trust structure)

Required Qualifications, Capabilities, and Skills

  • At least 4 years of experience in a legal, fiduciary and/or Trust Administration capacity
  • Bachelor’s Degree (law degree preferred)
  • Spanish and Portuguese preferred, Spanish or Portuguese required
  • PowerPoint and Excel expertise

Preferred Qualifications, Capabilities, and Skills

  • Ability to multi-task and manage priorities effectively
  • Ability to work both independently and as a team player
  • Excellent interpersonal skills
  • Exceptional follow-up and follow-through skills
  • Self-starter, extremely organized and detail-oriented with strong commitment to accuracy