LATAM Mexico Private Banking Associate | Client Advisory

JPMorgan Chase & Co.; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks an Associate Banker for the International Private Bank to support Client Advisors, manage client relationships in LATAM Mexico, and collaborate with global teams while handling confidential client information.

The role emphasizes processing Know-Your-Client, account openings, daily account administration, risk liaison, and delivering accurate information to clients and colleagues.

Qualifications

• Securities licenses required; unlicensed candidates may apply but must obtain licenses within 90 days of start date.
• Fluent in English and Spanish for client interaction and internal coordination.
• Bachelor's Degree required.
• Three+ years of industry-related experience.
• Strong follow-up and organizational skills.

Responsibilities

• Support Client Advisors in Know-Your-Client (KYC) documentation and suitability assessments.
• Assist in account opening process and internal preparation to facilitate 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 monitor risk metrics across the team.

Skills

Series 7, 66 licenses

English & Spanish bilingual

PowerPoint & Excel

Education

Bachelor's Degree

Job description

JPMorgan Chase & Co. in New York seeks an Associate Banker for the International Private Bank to support Client Advisors, manage client relationships in LATAM Mexico, and collaborate with global teams while handling confidential client information.

The role emphasizes processing Know-Your-Client, account openings, daily account administration, risk liaison, and delivering accurate information to clients and colleagues.