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Senior Private Banker - Miami Market Manager
POSITION SUMMARY: This role encompasses both a Banker role and a local leadership role in Miami. You are tasked with growing the business as a Banker and leading the team to grow their client base. ESSENTIAL FUNCTIONS: * Increase revenues and product penetration * Develop a strategy for each client and prospect in full partnership with the integrated team; create and implement an action/marketing plan * Act in a trusted advisor role * Manage the process and results for the integrated client team and ensure client service quality * Influence the development of strategies and new product initiatives of the team * Leverage identified centers of influence within JPM for target clients * Bachelors degree; MBA or CFP preferred * Series 7 and 63 preferred * 7 years experience in banking and/or...
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15 days ago from iHispano.com
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