Job Description

We are actively looking for talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients within J.P. Morgan's Latin America Private Bank. If you have an entrepreneurial mindset and seek continuous challenges, J.P. Morgan offers an excellent environment for your career growth. You will work alongside talented colleagues across markets, businesses, and functions, providing opportunities to advance your career.

Role Overview

As a Private Banker Associate in the Latin America Private Bank, you will support a Senior Banker in managing their client portfolio. Your role involves assisting in client acquisition and retention, leveraging your knowledge of investments, banking, trust services, and financial planning. Your primary goal is to enhance the client experience and support the delivery of comprehensive wealth management solutions.

Job Responsibilities

1. Provide support to the Senior Banker on daily client priorities.
2. Assist during the sales process and ongoing client management, including preparing pitch books, coordinating information, communicating with clients, and executing client needs.
3. Support client hierarchy and pipeline management.
4. Assist in selling investment, banking, and trust services, including asset allocation, portfolio reviews, deposit and loan solutions, and identifying wealth planning opportunities.

Qualifications and Skills

Required

• Bachelor's Degree
• Series 7 & 66 licenses (or candidates willing to obtain within 90 days)
• Sales or origination experience
• Coachable with good business acumen

Preferred

• Advanced degrees or certifications (MBA, JD, CFA, CFP)
• Excellent communication skills
• Strong analytical and quantitative skills
• Ability to multitask and prioritize effectively
• Proficiency with wealth planning software and databases

About JPMorgan Chase

JPMorgan Chase, one of the oldest financial institutions, offers innovative solutions to a diverse client base. With a history spanning over 200 years, we are a leader in various financial sectors, including investment banking, banking, and asset management.

Compensation and Benefits

We offer a competitive salary, potential commission and incentive pay, and a comprehensive benefits package including health care, retirement plans, wellness centers, tuition reimbursement, and more. Details will be provided during the hiring process.

Equal Opportunity Statement

We value diversity and are committed to equal opportunity employment, making reasonable accommodations for applicants and employees with disabilities or religious practices. For more information, please visit our FAQs.

Salary Range

New York, NY: $150,000 - $160,000 per year

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