Latin America Private Bank – Associate Banker – Latam South Team
| Company | JP Morgan Chase |
|---|---|
| Location | New York, NY, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Spanish fluency required
- Bachelor’s Degree required
- Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Sales/origination experience
- Coachable professional with good business acumen
Responsibilities
- Provide leverage to the Senior Banker on daily client priorities
- Support the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, communicating with clients and executing on client needs
- Support the Senior Banker on client hierarchy and pipeline management
- Assist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities
Preferred Qualifications
- MBA, JD, CFA, or CFP preferred
- Excellent communication skills
- Strong analytical and quantitative skills
- Ability to multi-task and manage priorities effectively
- Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate)