Senior Investment Advisor - LATAM South

JPMorgan Chase; Miami (FL); On-site; USD 162,000 - 260,000; Full time

Job summary

JPMorgan Chase in Miami, FL seeks a VP Investor for LATAM South to lead client advisory activities within International Private Bank. You will collaborate with bankers to win new clients and deepen client relationships by guiding investment solutions across products.

The role requires Spanish and English fluency, Series 7/66 and insurance licenses, and 7+ years in private banking or financial services. MBA/CFA is preferred.

Qualifications

• Bachelor’s degree required.
• Fluency in Spanish and English.
• Series 7, Series 66 and Insurance licenses required; unlicensed candidates may start and must obtain licenses within 90 days.
• Seven+ years in Private Banking or Financial Services.
• Wealth management knowledge including credit, deposits, trust and financial planning.

Responsibilities

• Conduct investment reviews and prepare product recommendations.
• Develop investment policy statements and advise on asset allocation.
• Close sales of complex investment products.
• Coordinate sales efforts with Capital Advisors, Trust Officers and Wealth Advisors.
• Build strong internal client relationships and ensure compliance with policies.

Skills

Spanish fluency

English fluency

Series 7

Series 66

Insurance licenses

Wealth management knowledge

Private Banking experience

Leadership/mentoring

Education

Bachelor's degree

MBA or CFA preferred

Job description

JPMorgan Chase in Miami, FL seeks a VP Investor for LATAM South to lead client advisory activities within International Private Bank. You will collaborate with bankers to win new clients and deepen client relationships by guiding investment solutions across products.

The role requires Spanish and English fluency, Series 7/66 and insurance licenses, and 7+ years in private banking or financial services. MBA/CFA is preferred.