Chase · 1 week ago
International Private Bank- VP Private Banker- LATAM Brazil
1450 Brickell Ave, Miami, FL, 33131, US
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expChase is a leading financial institution offering innovative solutions in investment management and private banking. As a Private Banker in the International Private Bank, you will advise families on building, preserving, and managing their wealth while generating new client acquisitions and maintaining existing relationships.
BankingFinancial Services
Responsibilities
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Qualification
Required
Eight plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Brazil Market
Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Available to travel internationally to serve off-shore international clients
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Bachelor's Degree required
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-24
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