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Wealth Management, Latam Regional Portfolio Specialist, Executive Director

JPMorgan Chase Bank, N.A.

This is a Contract position in Lexington, KY posted November 14, 2022.

Organization Description J.P.

Morgan Asset & Wealth Management delivers industry-leading investment management solutions.

Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.

Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Employer Description JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P.

Morgan and Chase brands.

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.

We are an equal opportunity employer and place a high value on diversity and inclusion at our company.

We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans Job Description J.P.

Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management.

Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.

The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.

For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Our Team The Managed Solutions Specialist Team seeks to provide comprehensive coverage of all of our managed solutions (Core Multi-Asset, Advisory, SMAs, mutual funds incl.

both JPMorgan and 3rd party) in a coordinated way.

With a product-agnostic lens, we will partner with each region and channel within the Private Bank in understanding their respective priorities in order to drive and retain assets across all managed strategies.

The team is primarily based in New York, with regional Specialist teams in London and Hong Kong The Role Serve as a subject matter expert across managed investment solutions for our Latam Private Bank business, with the ability to articulate individual strategy investment philosophy, macro and asset class views, positioning and rationale, performance drivers, etc.

Serve as an architect, providing advice to help advisors form holistic portfolios of managed solutions for clients (the blending of managed strategies), based on JPMorgan’s market views but customized according to client preference and risk level.

Develop a deep expertise within JPMorgan’s core investment solutions (CIO, DMAS, DYS, and Sustainable Strategies) as well as the largest equity and fixed income SMAs and mutual funds (JPM and 3rd party) available to Latam advisors and clients.

Present on global and regional calls to message advice, and craft written communications sent to all Advisors.

Design scalable content across all mediums, with an appreciation for the perspective of an advisor sitting in a branch or non-home market.

Work directly with market leadership to drive new investment flows and retain existing business, evaluating flows trends across sub-regions and pivoting focus accordingly.

Partner with regional and local leadership teams to establish region
– and market-specific plans to drive new long-term investments flows and retain existing business.

Provide direct advice and support for Advisors on large prospect opportunities and existing client reviews.

Advocate as necessary for new strategies, while also highlighting opportunities for enhancements in marketing, tech, and finance.

Requirements The successful candidate will have: 7 years of relevant experience, preferably experience in direct investing, client portfolio management, or an investment specialist role at an Asset Management firm, Wealth Manager, Investment Bank, or Institutional Investor (e.g., Sovereign Wealth Fund, Endowment) Excellent communication, presentation, and public speaking skills to clearly and passionately articulate investment views and recommendations to a wide variety of audiences but especially in larger group settings Ability to think strategically and effectively scale communication through various mediums (live presentation, written, recorded video) across a large and broad advisor and client base Strong technical skills related to global financial markets, with the ability to engage in robust dialogue directly with Portfolio Managers Experience with managed accounts across multi-asset, equities, and fixed income, including active and passive strategies Demonstrated aptitude for sales and client relationship management with Client Advisors and retail clients Strong ability to multi-task, strong organizational skills, ability to prioritize, and attention to detail Positive attitude and pro-active disposition in communication style; fluency in Spanish preferred MBA and/or CFA preferredJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P.

Morgan and Chase brands.

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.

We are an equal opportunity employer and place a high value on diversity and inclusion at our company.

We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic.

JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce.

Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements.

Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing.

Requirements may change in the future with the evolving public health landscape.

JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.

For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions.

We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

Additional details about total compensation and benefits will be provided during the hiring process.Equal Opportunity Employer/Disability/VeteransBase Pay/Salary New York,NY $142,500.00
– $300,000.00 / year