Private Banking Associate - LATAM South

JPMorgan Chase; Miami (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase is seeking an Associate Banker for the LATAM South market based in Miami, FL. The role supports Client Advisors in managing client relationships across LATAM South within the International Private Bank, coordinating with teams while handling confidential client information.

You will assist in Know-Your-Client, account openings, and daily account administration, ensuring accuracy and efficient processes in a fast-paced environment.

Qualifications

• Bachelor’s Degree required.
• Three plus years of industry related experience.
• Series 7, 66 and Insurance licenses required; unlicensed candidates must obtain licenses within 90 days of start date.
• PowerPoint and Excel expertise.
• Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software.

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

Bilingual English/Spanish

PowerPoint Excel

Follow-up skills

Interpersonal skills

Detail-oriented

Education

Bachelor’s Degree

Tools

Workstation

Connect

KYC software

Proprietary software

Job description

JPMorgan Chase is seeking an Associate Banker for the LATAM South market based in Miami, FL. The role supports Client Advisors in managing client relationships across LATAM South within the International Private Bank, coordinating with teams while handling confidential client information.

You will assist in Know-Your-Client, account openings, and daily account administration, ensuring accuracy and efficient processes in a fast-paced environment.