LATAM South Private Banking Associate

Next Frontier Capital; Miami (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. seeks an Associate Banker for its International Private Bank in the LATAM South market. You will support Client Advisors in KYC, account openings and daily client administration while coordinating with multiple teams to manage confidential Private Banking client information.

The role requires licenses with eligibility to obtain within 90 days, German/Spanish/English language capability, and several years of relevant experience. Strong organizational skills are essential.

Qualifications

• Requires Series 7, 66 and Insurance licenses or eligibility to obtain within 90 days of start.
• Fluent in English and Spanish.
• Bachelor’s degree required.
• Three+ years of industry-related experience.
• Excellent follow-up and follow-through skills.
• PowerPoint and Excel expertise.

Responsibilities

• Support Client Advisors in Know-Your-Client documentation, suitability assessments and reporting.
• Assist in account opening and internal preparation for investments.
• Monitor client accounts and provide basic client information management.
• Conduct daily account administration.
• Act as liaison with Account Opening, Supervisory Management, Risk Management and Investor Support teams.
• Coordinate with Operations and Client Service Specialist teams.
• Monitor risk metrics and assist with scenario-based analysis and team load management.

Skills

Series 7/66 licenses

English & Spanish fluency

PowerPoint

Excel

Education

Bachelor’s Degree

Tools

PowerPoint

Excel

Job description

JPMorgan Chase & Co. seeks an Associate Banker for its International Private Bank in the LATAM South market. You will support Client Advisors in KYC, account openings and daily client administration while coordinating with multiple teams to manage confidential Private Banking client information.

The role requires licenses with eligibility to obtain within 90 days, German/Spanish/English language capability, and several years of relevant experience. Strong organizational skills are essential.