We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s Latin America. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As a Private Banker Associate in the Latin America Private Bank, you are responsible for providing support to a Senior Banker in all facets of managing their books of business. You will play a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Your primary goal is to enhance client experience and assist our resources with delivering a complete wealth management solution to clients.  

Job Responsibilities

Provide leverage to the Senior Banker on daily client prioritiesSupport the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, communicating with clients and executing on client needsSupport the Senior Banker on client hierarchy and pipeline managementAssist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities

Required Qualifications, Capabilities, and Skills

Spanish fluency requiredBachelor’s Degree requiredSeries 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start dateSales/origination experienceCoachable professional with good business acumen 

Preferred Qualifications, Capabilities, and Skills

MBA, JD, CFA, or CFP preferredExcellent communication skillsStrong analytical and quantitative skillsAbility to multi-task and manage priorities effectivelyAbility to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate)