LatAm Private Wealth Investment Advisor

JP Morgan Chase; Miami (FL); On-site; USD 120,000 - 190,000; Full time

Job summary

JP Morgan Chase, within the International Private Bank LATAM South market, seeks an Investment Specialist to help Bankers win new clients and deepen existing relationships through investment advisement.

Responsibilities include reviewing investments, asset allocation, closing sales of complex products, and coordinating with Capital Advisors, Trust Officers, and Wealth Advisors. Requires 7+ years in Private Banking and licenses or plan to obtain within 90 days.

Qualifications

• Bachelor's degree required.
• Fluency in Spanish and English.
• Series 7, 66 and Insurance licenses required; unlicensed candidates considered, but must obtain licenses within 90 days of start date.
• Seven plus years of experience in Private Banking or Financial Services industry.
• Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning.

Responsibilities

• Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products.
• Develop investment policy statements and advise on asset allocation.
• Closes sales of complex investment products.
• Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors. Focus on qualified purchaser clients and act as primary resource for investment communication.
• Build excellent working relationships with internal clients.
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct.
• Provide guidance to junior staff.

Skills

Spanish fluency

English fluency

Wealth management knowledge

Licensing readiness

Client relationship

Sales experience

Investment product knowledge

Team collaboration

Licenses: Series 7

Licenses: Series 66

Insurance license

Education

Bachelor's degree

Tools

Series 7

Series 66

Insurance licenses

Job description

JP Morgan Chase, within the International Private Bank LATAM South market, seeks an Investment Specialist to help Bankers win new clients and deepen existing relationships through investment advisement.

Responsibilities include reviewing investments, asset allocation, closing sales of complex products, and coordinating with Capital Advisors, Trust Officers, and Wealth Advisors. Requires 7+ years in Private Banking and licenses or plan to obtain within 90 days.