Private Banking Associate: LATAM Client Advisor Support

Aumni; New York (NY); On-site; USD 95,000 - 135,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks an Associate Banker for the International Private Bank to support Client Advisors across Latin America and Mexico markets, coordinating with colleagues and ensuring confidential handling of private banking clients.

The role emphasizes KYC processes, account openings, daily administration, and cross-functional collaboration with Risk, Operations, and Client Service teams. Strong client focus and accurate data handling are essential.

Qualifications

• Bachelor's degree required.
• Three plus years of industry experience.
• Series 7, 66 and Insurance licenses required or to be obtained within 90 days of start date.
• Fluent in English and Spanish.
• Strong follow-up and follow-through skills.
• PowerPoint and Excel expertise.

Responsibilities

• Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting.
• Assist in account opening process and internal preparation to facilitate subsequent investments.
• Monitor client accounts and provide basic client information management.
• Conduct daily account administration.
• Act as point of contact with Account Opening teams, Supervisory Management, Risk Management and Investor Support teams.
• Liaise with Operations and Client Service Specialist teams.
• Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis; partner with Team Leader to monitor risk metrics across the team.

Skills

Fluent English

Spanish language

Exceptional follow-up

PowerPoint

Excel

Education

Bachelor's Degree

Tools

Workstation/Connect

DDR/KYC

Job description

JPMorgan Chase & Co. in New York seeks an Associate Banker for the International Private Bank to support Client Advisors across Latin America and Mexico markets, coordinating with colleagues and ensuring confidential handling of private banking clients.

The role emphasizes KYC processes, account openings, daily administration, and cross-functional collaboration with Risk, Operations, and Client Service teams. Strong client focus and accurate data handling are essential.