Private Banking Associate — LATAM Mexico

JPMorganChase

New York (NY)

On-site

USD 90,000 - 130,000

Full time

6 days ago

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Benefits offered by this job

Health coverage

Wellness centers

Retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase in New York seeks an Associate Banker to support Client Advisors in the International Private Bank for the LATAM Mexico market. You will coordinate with colleagues across markets and functions to safeguard client confidentiality and help drive client relationships.

The role emphasizes teamwork, accuracy, and a proactive mindset, with exposure to private banking products and proprietary systems.

Qualifications

Series 7, 66 and Insurance licenses required; unlicensed candidates may apply but must obtain licenses within 90 days
Fluent in English and Spanish
Bachelor's Degree required
Three plus years of industry related experience
Exceptional 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 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.