Latin America Private Bank - Associate Banker - LatAm South Team

JPMorgan Chase; New York (NY); On-site; USD 70,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Banker Associate for their Latin America Private Bank. The role involves supporting a Senior Banker in client management and requires fluency in Spanish, a Bachelor's Degree, and relevant licenses. This position offers a dynamic environment for career growth within a leading financial institution.

Benefits

Competitive total rewards package

Comprehensive benefits including health care and retirement plans

Qualifications

• Fluency in Spanish is required.
• Bachelor's Degree is required.
• Series 7 & 66 licenses are required.

Responsibilities

• Support Senior Banker in managing client portfolio.
• Assist in client acquisition and retention.
• Help manage client hierarchy and pipeline activities.

Skills

Fluency in Spanish

Sales experience

Business acumen

Education

Bachelor's Degree

Advanced degrees or certifications (MBA, JD, CFA, CFP)

Tools

Wealth planning software

Job description

We are actively seeking talented individuals who are collaborative, confident, and motivated to deliver a first-class client experience within J.P. Morgan's Latin America Private Bank. If you possess an entrepreneurial mindset and seek continuous challenges, J.P. Morgan offers an excellent environment for your career growth.

As a Private Banker Associate in the Latin America Private Bank, your primary responsibility is to support a Senior Banker in managing their client portfolio. You will assist in client acquisition and retention through a broad understanding of investments, banking, trust services, and financial planning. Your goal is to enhance the client experience and support the delivery of comprehensive wealth management solutions.

Job Responsibilities

1. Provide support to the Senior Banker on daily client priorities.
2. Assist in the sales process and ongoing client management, including preparing pitch books, coordinating information, communicating with clients, and executing client needs.
3. Help manage client hierarchy and pipeline activities.
4. Support the sale of investment, banking, and trust services, including asset allocation, portfolio reviews, deposit and loan solutions, and identifying wealth planning opportunities.

Required Qualifications, Capabilities, and Skills

• Fluency in Spanish is required.
• Bachelor's Degree is required.
• Series 7 & 66 licenses are required; unlicensed candidates may be considered but must obtain licenses within 90 days of start date.
• Experience in sales or client origination.
• Coachable with good business acumen.

Preferred Qualifications, Capabilities, and Skills

• Advanced degrees or certifications such as MBA, JD, CFA, or CFP are preferred.
• Excellent communication skills.
• Strong analytical and quantitative skills.
• Ability to multi-task and prioritize effectively.
• Ability to learn proprietary wealth planning software, including Planning Station, WA models, and MAPS/CHART.

J.P. Morgan Chase offers a competitive total rewards package, including base salary, potential commissions, and discretionary incentives, along with comprehensive benefits such as health care, retirement plans, wellness centers, and more. We value diversity and are an equal opportunity employer, committed to inclusion and accommodating individual needs.