LatAm UHNW Wealth Advisor

JPMorgan Chase & Co.; Miami (FL); On-site; USD 180,000 - 290,000; Full time

Job summary

JPMorgan Chase & Co. seeks a senior wealth advisor to conduct comprehensive wealth planning and investment advisory for HNW/UHNW Latin American families across Argentina, Chile and Uruguay.

You will design sophisticated portfolios, translate insights into actionable proposals, and coordinate across investment, banking, and fiduciary services. Lead client onboarding, manage regulatory obligations, and mentor junior staff.

Qualifications

• Bachelor's degree required with six years in wealth advisory or private banking.
• Master's degree acceptable with four years in wealth advisory or related roles.
• Fluency in Spanish required; English proficiency as well.

Responsibilities

• Provide holistic wealth planning and investment advisory for HNW/UHNW LATAM families.
• Lead end-to-end wealth solutions across investments, banking, credit, and fiduciary planning.
• Coordinate senior specialists and product partners to implement solutions.
• Develop LATAM network, prospect, and grow the book with disciplined pipeline management.
• Navigate cross-border transactions and maintain KYC/AML and regulatory compliance.
• Travel up to 25% internationally to Argentina, Chile, and Uruguay.

Skills

Wealth planning

Investment advisory

Relationship management

Cross-border compliance

Business development

UHNW client mgmt

Education

Bachelor's degree in Industrial Engineering, Economics, Business Administration, Finance, Management, Law, or related field

Master's degree in Industrial Engineering, Economics, Business Administration, Finance, Management, Law, or related field

Job description

JPMorgan Chase & Co. seeks a senior wealth advisor to conduct comprehensive wealth planning and investment advisory for HNW/UHNW Latin American families across Argentina, Chile and Uruguay.

You will design sophisticated portfolios, translate insights into actionable proposals, and coordinate across investment, banking, and fiduciary services. Lead client onboarding, manage regulatory obligations, and mentor junior staff.