IPB - Associate Banker - LATAM South

JPMorgan Chase & Co.; Miami (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Miami seeks an Associate Banker for the International Private Bank to support Client Advisors managing LATAM South relationships. You will coordinate with colleagues and support groups while handling confidential client information with discretion.

The role requires Series 7/66 and Insurance licenses or the ability to obtain them within 90 days, a BA/BS, and 3+ years in finance. Fluent English and Spanish are essential, with strong communication and analytical skills to

Qualifications

• Series 7, 66 and Insurance licenses required or must obtain within 90 days of start.
• Bachelor’s Degree required.
• Three plus years of industry related experience.
• Excellent follow-up and communication skills.
• Proficiency with PowerPoint and Excel.

Responsibilities

• Support Client Advisors in KY&C and suitability assessments and reporting.
• Assist in account opening and preparation to facilitate investments.
• Monitor client accounts and provide basic client information management.
• Conduct daily account administration and act as liaison with key teams.
• Coordinate with Operations and Client Service Specialist teams.
• Monitor risk metrics and assist with scenario analysis across the team.

Skills

Fluent English & Spanish

Interpersonal skills

Follow-up and execution

Education

Bachelor's Degree

Tools

PowerPoint

Excel

JP Morgan Private Bank Systems

Job description

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 International 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 an Associate Banker in the International Private Bank, you will provide integral daily support to Client Advisors in managing client relationships across the LATAM South market. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.

Job Responsibilities

• Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting
• Assist in account opening process and internal preparation to facilitate subsequent investments
• Monitor client accounts and provide basic client information management
• Conduct daily account administration
• Act as point of contact with Account Opening teams, Supervisory Management, Risk Management and Investor Support teams
• Liaise with Operations and Client Service Specialist teams
• Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis; partner with Team Leader to monitor risk metrics across the team.

Required Qualifications, Capabilities, and Skills

• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Fluent in English and Spanish
• Bachelor’s Degree required
• Three plus years of industry related experience
• Exceptional follow-up and follow-through skills
• PowerPoint and Excel expertise

Preferred Qualifications, Capabilities, and Skills

• Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
• Experience and interest in financial markets and concepts
• Excellent interpersonal skills
• Self-starter, extremely organized and detail-oriented with strong commitment to accuracy

Alternative Responsibilities

• Generate investment ideas and reasons to call clients to aid the team in growing client relationships.
• Gather and interpret market, product and client information as well as research.
• Prepare, Review and approve Investment Performance review presentations for Client Advisors to deliver to clients.
• Create mandates for discretionary accounts.
• Work with Team Leader to monitor Client Advisor loadings.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct.