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Day in the Life of a Wealth Management Analyst | JPMorgan Chase & Co.

[Music] hi i'm marcela i am currently a banker analyst in the jpmorgan private bank brazil team in the new york city office i work in the private banking team we help manage our clients wealth when we do like the most basic things that you know credit cards and helping with their daily needs as well as to section planning um structure and like complex lending operations what i like the most about my role clients recognize me they call me and you can have a conversation as if you've known them for years my manager is constantly giving me feedback being our voice giving us plenty of opportunities i did a presentation on my summer internship and this slide went to mary erdos the ceo of acid and wealth management she emailed me saying it was like a great deck and like i still have that email saved in my folder my day is intense busy and unpredictable practicing yoga helps you deal with these emotions in the sense of try to stay calm born and raised in sao paulo brazil i studied economics in the university of michigan in ann arbor i feel like i'm a really like extrovert individual advice i've been giving is feedback is always good even if it's bad networking is your number one tool are we good thank you [Music]

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Day in the Life of a Private Client Advisor | Wealth Management | J.P. Morgan

American birthed in queens brand-new york my papa'' s dominican and my mommy'' s colombian from a very young age my mom actually implemented in me that anything that i desire i can do where i always keep them in mind whenever i'' m offering recommendations to a client would certainly my moms and dads be satisfied with what i simply provide to this person my name is radha mas pineda likewise recognized as rad i am a jp morgan personal customer consultant i'' ve been at the company with jp morgan for 11 as well as a fifty percent years and also every solitary quarter month weekday has actually been fun very early on in the beginning of my career i understood that working at a bank isn'' t simply assisting individuals move cash around below at the firm we work extremely carefully with our lenders that aid our clients that we cover holistically at the center of every little thing the main captain of the group is the customer [ Songs] usually up around 6 in the morning as well as my day starts with a mug of coffee go downstairs i attempt to check out as much as i potentially can i'' m in the office usually the very first one in you know i send my emails to my team to make sure that they know where i am how my day is looking a couple client meetings normally anywhere from two to 4 meetings daily as well as in between simply reviewing whatever that'' s happening in the globe as well as linking with clients hey gisele brad with jp morgan exactly how are you satisfied tuesday susan it'' s rad with jp morgan just how are you hey michael how'' s it going it ' s rad an effective day for me would certainly be contending the very least 10 15 conversations with customers simply making certain that everything is fine in their lives directly and also with what we have regarding financial investments what did you think of the call earlier the teleconference [Music] house by 6 usually to my children that are jumping all over me as well as they need that to start being that at a hundred percent apart from spending high quality time with my youngsters my preferred thing to do is to cycle i invite the possibility to take a time off right here as well as there and also ride my 40 50 miles on my road bike part of my own retirement is to function extremely hard for the next you understand 25 years and also go around the country on my bike at some time with a group of good friends it is so liberating makes me really feel like a youngster once again [Music] out of my siblings i am the oldest first generation my moms and dads came right here they essentially came below with nothing and also i dream i was an expert when my moms and dads actually needed one like they didn'' t plan as necessary as well as like that always hits me like appearance i have 2 kids they both have 529 strategies they possess common funds they have supplies they possess like my boy as well as i mention his portfolio he'' s 9 he has 4 stocks he saves every month to purchase a supply i never ever had that discussion at night that'' s my why i am really conscious of attempting to assist everybody that i engage with irrespective of what the requirement is or what their web well worth is every person requires excellent advice as long as they'' re going to pay attention i'' m eager to share [Applause] [Giggling] you

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