Private Banking Associate: LATAM South Client Support

Fairygodboss

Miami (FL)

On-site

USD 90,000 - 130,000

Full time

9 days ago

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Job summary

JPMorganChase in the United States seeks an Associate Banker for the International Private Bank to support Client Advisors, manage client relationships in LATAM South, and coordinate with global teams while upholding confidentiality.

You will handle Know-Your-Client processes, assist with account openings, monitor accounts, and collaborate with Operations, Risk, and Investor Support. Fluency in English and Spanish, a Bachelor's degree, and relevant licenses are required.

Qualifications

Series 7 and 66 licenses required or to be obtained within 90 days of start date.
Fluent in English and Spanish.
Bachelor's Degree required.

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.