IPB - AWM Program Analyst - LATAM Mexico

JPMorganChase; Houston (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Career development program

Job summary

JPMorganChase is seeking highly motivated individuals to join our LATAM Mexico team in Houston, TX. You will enter a three-year Private Bank analyst program working with Private Bankers serving high- and ultra-high-net-worth clients, gaining exposure across markets and functions.

The Analyst will support bankers in relationship management, acquisition of new clients, and portfolio reviews, while developing product knowledge and professional relationships.

Qualifications

• Interest and knowledge in financial markets.
• Excellent analytical, organizational, attention-to-detail, communication, leadership, teamwork and interpersonal skills.
• Entry-level position or some experience in the financial markets.

Responsibilities

• Assist bankers in day-to-day relationship management duties and preparing account reviews.
• Coordinate with global investment specialists, wealth advisors and lending advisors' client pitches, meeting agendas and assisting the bankers in managing client follow up.
• Assist in document collection and account openings.
• Complete Due Diligence on existing clients and key prospects.
• Assist bankers with regulatory requirements.
• Meet with key internal stakeholders and external clients.
• Build relationships to develop a network of professionals for client acquisition.
• Generate ideas and strategies driving new client acquisition.
• Maintain status updates on deal pipeline and prospects.

Skills

Bilingual: Spanish & English

Analytical

Interpersonal

Time management

Team player

Tools

Word

Excel

PowerPoint

Job description

Job Description

We are actively looking for exceptionally talented individuals to join our LATAM Mexico team in Houston, TX. We are targeting candidates who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set 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 within the market of J.P. Morgan's International Private Banking business.

Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to High- and Ultra-High Net Worth individuals and families around the world. Through our integrated and diverse platform we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever evolving financial services space.

What You Can Expect

You will be part of a three-year Private Bank analyst program whereby you will be supporting the team of Private Bankers covering Mexico's high- and ultra-high net worth clients. At the end of the three-year program, top performing Analysts will have the opportunity to make Associate by participating in an assessment center. Promotional opportunities within J.P. Morgan are based on our business needs and your performance.

The Analyst will support the banker team in a variety of relationship management functions, primarily assisting with acquiring new high- and ultra-high net worth clients, servicing existing ones, explaining strategy and our product offering and managing these important relationships. You will work as part of a team of expert client advisors (bankers, global investment specialists, wealth advisors and lending advisors).

Banker Analysts support Senior Bankers to oversee private client relationships by providing strategic advice based on each client's wealth objectives. They provide access to specialists and manage clients' investment portfolios. Bankers are also involved in prospecting and acquiring new clients. Banker Analysts will become comfortable speaking about our entire range of investment management and brokerage products, and you will learn to act as the client's trusted adviser.

Responsibilities Include

• Assisting bankers in day to day relationship management duties and preparing account reviews
• Coordinating with global investment specialists, wealth advisors and lending advisors' client pitches, meeting agendas and assisting the bankers in managing client follow up
• Assisting in document collection and account openings
• Completing Due Diligence on the existing clients and key prospects
• Assisting bankers with the completion of regulatory requirements
• Comfortable speaking to and meeting with key internal stakeholders and external clients
• Building relationships internally and externally to develop a strong network of professionals that could assist in the client acquisition process
• Generating ideas and strategies driving forward new client acquisition
• Maintaining status updates on deal pipeline and prospects

About You

• Candidates must demonstrate an interest and knowledge in financial markets, as well as possess excellent analytical, organizational, attention-to-detail, communication, leadership, teamwork and interpersonal skills.
• Initiative, enthusiasm and confidence to complete projects are a must.
• This role would suit someone who is looking for an entry level position or has some experience in the financial markets.

Additional Requirements Include

• Excellent verbal and written communication skills.
• Confidence and initiative to take on responsibility and manage your own projects.
• But beyond that, what we're most interested in are the things that make you, you: the personal qualities, outside interests and achievements beyond academia that demonstrate the kind of person you are and the difference you could bring to the team.

Skills Required

• Strong communication skills - both verbal and written Spanish AND English
• Excellent attention to detail, time management and organization skills
• Good ability to multi-task
• Strong interpersonal skills and team-player
• Strong and visible interest in the financial markets
• Proficiency in Word, Excel, and PowerPoint
• Strong analytical skills - those who can use both qualitative and quantitative tools to analyze complex financial situations

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About The Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.