Location: NY, United States

We are actively seeking exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients within J.P. Morgans International Private Bank. If you are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses, and functions, providing you with the opportunity to take your career to the next level. As a Private Banker in the International Private Bank, you are responsible for advising clients in LATAM South on building, preserving, and managing their wealth. You will use your knowledge of investments, financial planning, credit, and banking to advise and grow current clients on all aspects of their balance sheet. You will be part of a local team and supported by an institutional platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving desired goals.

 

Job Responsibilities:

• Manage and deepen relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience.
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium, and long term through a holistic goals-based planning approach.
• Strictly adhere to all risk and control policies, regulatory guidelines, and security measures.

Required Qualifications, Capabilities, and Skills:

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelors Degree required.
• Series 7, 66, and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.
• Proven success in client relationship management and strong business acumen.
• Experience or demonstrated understanding of investments, wealth planning, credit, and banking concepts.
• Focuses on the client experience and works tirelessly on the clients behalf.
• Fluent in both Spanish and English.

Preferred Qualifications, Capabilities, and Skills:

• MBA, JD, CFA, or CFP preferred.
• Proactive, takes initiative, and uses critical thinking to solve problems.
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business.
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estate.

Join a team delivering premiere service to high net worth clients through holistic financial advisement.