Senior LATAM Private Banking Client Service Lead
JPMorgan Chase & Co.
JP Morgan's Latin America Private Bank is seeking a Senior Client Service Associate to lead a team in maintaining and deepening client relationships. You will be the primary point of contact for service needs of a Private Banking client, working with advisors, product partners and operations to deliver a seamless, integrated experience. Responsibilities include handling money movement, transfers, and loans; ensuring compliance with FINRA regulations; collaborating with client facing teams; and #J-18808-Ljbffr JPMorgan Chase & Co.
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...SeniorPrivate clientWork at office
- ...Redstone Banking Search focus on offering 360° search... ...competitive coverage of Private Banks, Boutiques, Family... ...are working with a leading international wealth management... ...are looking to hire a Senior Private Banker/... ...ultra-high-net-worth U.S. clients on international investment...SeniorPrivate clientFull time
- ...you will guide prospective clients through all aspects of... ...wealth planning, credit and banking needs Ensure that proposed... ...of work experience in Private Banking or Financial Services Bachelor’s Degree required... ...Horizon Corporation is a leading regional financial services...SeniorPrivate clientFull timeTemporary workWork experience placement
- ...for all online related needs of our Private Banking clients, advisors, and client service specialists. He/she is responsible... ...written and verbally) In Spanish Lead and participate in client outreach... ...closely with the LatAm & GFG Management team. Handle operational...Private client
- ...looking for a seasoned Senior Client Executive with a specialty... ...and actively lead in the New York market. Our Real Estate Banking Group offers a comprehensive... ...for direct calling with private sector and institutional... ...Solicit, develop and oversee servicing of Commercial Real...SeniorPrivate clientPermanent employmentWork experience placementLocal area
$132.5k - $338.3k
...accelerates growth and value for our clients through sustained customer relevance.... ...Commerce Transformation within Financial Services Industries (Banking, Capital Market and Insurance). This... ...sales executionExperience building, leading, or advising high performing partner...SeniorFull timeWork experience placementLive inWork at officeLocal area$200k
...: $200,000.00 - $500,000.00Category: Private Client Product Services, Executive, WealthCompany: CitiThe Investment... ...to negotiate internally, often at a senior level. Some external communication is... ...for the area. Citi Private Bank’s objective is to further enhance its...Private clientFull timeLocal area- ...Concierge Specialist to be the primary contact for online needs of Private Banking clients and advisors. You will support high/ultra-high net worth... ...and deliver digital training to advisors and client service specialists. You will work with advisors, product partners...Private client
$158.4k - $237.6k
...StatesSalary: $158,400.00 - $237,600.00Category: Private Client Coverage, Professional, WealthCompany:... ...these fields.The Wealth Advisor is a senior-level position responsible for... ..., wealth planning, and private banking services to optimize client service and identify...SeniorPrivate clientFull time- ...Job Description As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching... ...Asset & Wealth Management delivers industry-leading investment management and private banking...SeniorPrivate clientWork at office
- Private Banking AssociateWe are seeking a bilingual Private Banking Associate to support International Private Banking clients with personalized service, account administration, transaction processing, and loan coordination. The ideal candidate has 5-7 years of private...Private client
- ...first-class experience to clients within J.P. Morgan's International Private Bank. If you have an... ...relationships across the LATAM South market. Additionally... ...with Operations and Client Service Specialist teams Monitor... ...delivers industry-leading investment management and...Private client
- ...Levoca is a leading advisory firm and impact intermediary dedicated... ...Multilateral Development Banks. Is your CV ready If so,... ...consulting: We advise public and private sector clients to help them design and... ...clients, partners, investors, service providers, and other...SeniorPrivate clientWork at officeImmediate startRemote work
- City National Bank of Florida is seeking a Client Services Specialist to support large Corporate, Real Estate, Business Banking, and Private Client Group clients. You will deliver depository, loan, and treasury management services with precision and regulatory awareness...Private client
- ...building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a... ...relationships through exceptional service and targeted advice, providing a... ...to generate banking and investment leads Develop strong internal partnerships...Private clientTemporary workWork at officeLocal areaImmediate start
- City National Bank of Florida seeks a Client Services Specialist to support large Corporate, Real Estate, Business Banking, and Private Client Group clients with depository, loan, and Treasury Management services. The role requires applying banking knowledge to meet client...Private client
- ...process. SVP Head of Private Client Group Bankers Full Time... ...ci provides financial services to individuals and... ...largest privately owned bank in Chile and it has more... ...Group (PCG) Bankers leads the PCG Bankers team of... ...international bank of Chile and LATAM with presence in the...Private clientFull timeAfternoon shift
- J.P. Morgan is seeking a Banker Professional in the U.S. Private Bank to support Client Advisors in managing client relationships and KYC processes... ...to ensure smooth account openings and ongoing client service. The role requires licenses (Series 7/66 and Insurance) or...Private client
- The International Private Bank Platform Business Management... ...help these affluent clients optimize their wealth,... ...Technology, Operations, Client Service, Program Management,... ...this role, you will lead and support... ...will prepare content for senior leadership meetings, business...Private clientBank staffWork at office
- ...building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a... ...relationships through exceptional service and targeted advice, providing a... ...to generate banking and investment leads Develop strong internal partnerships...Private clientTemporary workWork at officeLocal areaImmediate start
- BCI Miami seeks an accomplished Head of Private Client Group Bankers to lead a team of dual-hat bankers serving UHNW and high net worth clients across... ...implements the BCI Plan Internacional to position the bank in LATAM and the USA. The Head will guide relationship...Private client
$200k
...Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client... ...to deliver quality Private Bank client relationships (solutions and services) in an intensely... ...Prospecting – generate leads and develop prospects, network...Private clientFull time- ...seeks a Relationship Manager in Consumer and Community Banking to manage high-net-worth client relationships and deliver tailored financial solutions... ...with partners across JPMorganChase to provide exceptional service, leveraging a broad set of capabilities to address the...Private clientLocal area
$64.62k - $90.18k
...The Client Tax Service Officer is a developing professional role in the newly formed Client... ..., that involves working directly with Private Banking Teams and clients, along with partner... ...takes ownership and responsibility Lead with own initiative to resolve to complex...Private clientFull timeWork at office- ...results-driven Corporate Banking Relationship Manager Senior, you’ll be the primary advisor... ...for high-value corporate clients, driving business... ...opportunities, and seamless client service. Collaboration with... ...networking, and targeted outreach.Lead the delivery of financial...SeniorWork at office
- ...allocation, aligned to clients' long-term goals... ...investment, banking, credit/... ...and coordinating senior specialists and... ...develop and deepen a LATAM network to convert... ...requirements. Lead onboarding and ongoing servicing controls, including... ...; serving in private banking front office...Private clientFull timeWork at office
$150k - $210k
...international tax compliance forms such as Forms 3520, 3520-A, 8621, 2555, and treaty based positionsCollaborate with the Private Client Services and Trust & Estate groups on cross-border matters for individuals and families with global holdings and activitiesDevelop tax...SeniorPrivate clientFull timeFixed term contractLocal area- ReKruiting Advisors LLC. seeks a VP Private Client Group Banker in Miami to maintain... ...regulatory compliance. You will lead end-to-end advisory and private banking solutions, manage relationships,... ...needs and deliver superior service. #J-18808-Ljbffr ReKruiting Advisors...Private client
- City National Bank of Florida seeks a Universal Banker Senior to assist clients with exceptional service and to perform paying, receiving and collection functions. You will support bankers, open accounts, process wires, and promote services across the branch while ensuring...Senior
- City National Bank of Florida is seeking a Universal Banker Senior to deliver exceptional client service in a busy banking center in Florida. You will handle a wide range of teller and servicing tasks, open accounts, process wires, and support bankers with daily needs....Senior
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