LATAM Private Banking Investment Pro

JPMorganChase; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorganChase in New York City seeks an Investment Professional on the LATAM South team to provide essential daily support to Investors and assist in managing client relationships within International Private Bank. You will collaborate with colleagues across markets and functions to help deliver superior service.

The role requires Series 7, 66 and Insurance licenses or ability to obtain within 90 days, fluent Spanish and English, a Bachelor's degree, and at least one year in the industry.

Qualifications

• Licenses: Series 7 and 66 required; insurance licenses may be needed and must be obtained within 90 days of start.
• Fluent in Spanish and English.
• Bachelor's degree required.
• 1+ year of industry experience.
• Strong follow-up and organizational skills.
• Familiarity with JP Morgan Private Bank systems (Workstation, DDR/KYC) or ability to learn.

Responsibilities

• Execute brokerage trades, including placing trades, reviewing blotters, submitting cancels/corrections, and updating accounts.
• Create mandates for discretionary accounts.
• Monitor exceptions and conduct scenario-based analyses; track risk metrics across the team.
• Collaborate with Team Leader to monitor Client Advisor loadings.
• Submit and monitor fee schedules and billing processes.
• Manage Alternatives documents, including submission, monitoring and client coordination to complete/correct.

Skills

Bilingual Spanish/English

Communication

Organizational skills

Attention to detail

Education

Bachelor's Degree

Tools

Workstation

DDR/KYC

Excel

Job description

JPMorganChase in New York City seeks an Investment Professional on the LATAM South team to provide essential daily support to Investors and assist in managing client relationships within International Private Bank. You will collaborate with colleagues across markets and functions to help deliver superior service.

The role requires Series 7, 66 and Insurance licenses or ability to obtain within 90 days, fluent Spanish and English, a Bachelor's degree, and at least one year in the industry.