J.P. Morgan Private Bank Careers
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We don't just create careers.
We create legacies.
Elevate Your Career
Intensely personal.
Immensely collaborative.
Private banking, elevated.
For more than 200 years, J.P. Morgan Private Bank has been helping individuals and families around the world and across each stage of their financial lives. We bring indispensable intelligence and personalized insights to help our clients. Our business is fast-growing, and it is truly an exciting time to join our team.
Contact our recruiter
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The the next step in your career
chat with a recruiter
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Prepare yourself for the next step of your career.
Resources
Hiring Process
Personalized strategy for all areas of wealth.
Our Private Bank Teams
Our presence is over 100 markets around the globe means we can serve millions of consumers, small businesses and many of the world's most important corporate and institutional clients.
chat with a recruiter
We bring indispensible intelligence and personlized insights to help our clients. Our business is fast-growing, and it is truly an exciting time to join our team.
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We don't just create careers.
We strive to be the best, not the biggest.
We aim for impact, not size.
Mary Callahan Erdoes
Chief Executive Officer
J.P. Morgan Asset & Wealth Management
Our steadfast commitment to providing exceptional client service is a hallmark of
J.P. Morgan Private Bank.
Martin Marron
Chief Executive Officer
J.P. Morgan International Private Bank
We don’t just talk about diversity and inclusion; we live it. We cast a wide net to attract talent from every avenue of life.
Adam Tejpaul
Head of Investments and Engagement
J.P. Morgan International Private Bank
At J.P. Morgan Private Bank, our advisors are trusted partners, empowering clients to build, protect, and grow their financial legacies with dedication and insight.
Edinardo Figueiredo
Chief Executive Officer for Latin America
J.P. Morgan Private Bank
Our priority is managing goals-based portfolios, but our greatest value comes from investing in people.
Ezequiel Lazcano
Head of Investments and Advice, Latin America & GFG
J.P. Morgan Private Bank
Join our family at J.P. Morgan Private Bank, where your growth is our mission.
Carly Pierpoint
Head of Global Private Bank Solutions
Talent Acquisition and Growth Strategy
J.P. Morgan Private Bank
TIME names
JPMorgan Chase one of the 100 Most Influential Companies of 2023
Global Finance names
J.P. Morgan “Best Private Bank in the World”
LinkedIn names
JPMorgan Chase 2024 Top Companies list
Euromoney names
J.P. Morgan “World’s Best Private Bank”
Some of our Awards
The J.P. Morgan Advantage
The Support You Deserve
Making an Impact
Strength and Stability
The Power of the Platform
We try to make sure that our clients never outgrow us. That goes for your career, too.
The J.P. Morgan advantage
Our commitment to helping clients in Latin America dates back to the 19th century. As a result of our long-standing presence, we have built long-term and trusted relationships with Latin American industry leaders, financial institutions, governments, family-owned businesses and private clients.
Why consider a career at J.P. Morgan Private Bank?
Audio Description
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The J.P. Morgan Advantage
With our well-known brand behind you,
stellar opportunities are ahead of you.
How We Support Advisors
Globally recognized leader in digital wealth management: When your workplace has garnered prestigious these accolades like ours, every aspect of your work becomes easier and more impactful. Over the past five years, we have made unprecedented investments in our technological and digital infrastructures. We have committed to these advancements not only for the security and satisfaction of our clients, but also to empower our teams.
Best Digital Private Bank (Global), Best Private Bank for Digital Customer Experience (Global) and Best Private Bank for Big Data Analytics and AI (Global) (FT Professional Wealth Management Wealth Tech Awards)
Award-winning portfolio management platform: Delivering results for our clients is our number-one priority, but we place enormous value in making our portfolio management platform clear, timely and highly customizable. We’re also passionate about inspiring our clients with new ideas and expert analysis ahead of the next market movement.
ENGAGE won Best Portfolio Management Solution (Asian Private Banker)
JPO-I won Best Use of IT Trading Platforms (FStech)
The Support You Deserve
The support you deserve
We take enormous pride in the partnerships we build with team members. Our structures for support have been carefully designed to enable you to access the knowledge and networks that will bring your skills to the fore.
Our Client Service Specialists provide day-to-day service for clients’ banking and account activities, special requests and other client needs.
Our Philanthropy Advisors help clients articulate the impacts they want to have and the amount they want to give, and identify the structure that’s right for them. Philanthropy Advisors can help clients determine whether donor-advised funds (DAFs) can complement their private foundations as part of their giving strategies.
Our Trust Advisors establish and administer trusts for individuals, families and foundations.
Our Lending Advisors develop customized borrowing strategies to help clients accomplish their goals. This may include extracting liquidity from an asset they own. Or financing the purchase of something new.
Our Wealth Advisors create and manage strategies that weave together many aspects of a client’s financial life. From wealth transfer and ownership to philanthropy, and beyond.
Our Investment Specialists customize investment advice, ideas and strategies for individual clients, based on their particular preferences and investment goals.
Our Bankers and their teams are our nerve centers. Our concierges. Our maestros. They orchestrate the client relationships, pulling in the right specialists to meet individual client needs.
Click on the role to view the responsibility.
Client Service Specialist
Philanthropy Advisor
Trust Advisor
Lending Advisor
Wealth Advisor
Investment Specialist
Banker
You
Making an Impact
Making an Impact
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Making an Impact
At J.P. Morgan Private Bank, we do more than manage wealth; we empower communities. Our commitment extends beyond financial services, as we actively engage in social initiatives that make a meaningful impact. Join us, and be part of a legacy that enriches lives, fosters inclusivity, and strengthens communities.
Strength and stability
Joining J.P. Morgan gives you access to the immense resources of our global network. A fortress balance sheet and robust regulatory framework that helps provide security at a time of considerable global volatility.
Strength and Stability
The strength of our company has allowed us to always be there for our clients and communities - in good times and in bad times - and this strength enables us to continually invest in building our businesses for the future.
Jamie Dimon
Chairman and Chief Executive Officer
JPMorgan Chase & Co.
Introducing the London Team
Meet our Regional Head Office
Veterans hired since 2011
It is truly an exciting time to join our inculsive team.
10k+
New U.S. hires are ethnically diverse
It is truly an exciting time to join our inculsive team.
58%
Global hires are women
It is truly an exciting time to join our inculsive team.
49%
Audio Description
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View All Locations
We provide support to Latin America individuals and families from our offices in the United States (New York, Miami, Houston) and Switzerland (Geneva). We help our clients connect with a world-class network of professionals like you who can help them achieve their family’s goals.
Move your career to wherever moves you
Our Locations
Diversity, Equity & Inclusion
Respected, involved and engaged.
Sound like your kind of place?
Veterans hired since 2011
It is truly an exciting time to join our inculsive team.
10k+
New U.S. hires are ethnically diverse
It is truly an exciting time to join our inculsive team.
58%
Global hires are women
It is truly an exciting time to join our inculsive team.
49%
Audio Description
Turn off Audio Description
Introducing the London Team
Meet our Regional
Head Office
Audio Description
Turn off Audio Description
View All Locations
We provide support to Latin America individuals and families from our offices in the United States (New York, Miami, Houston) and Switzerland (Geneva). We help our clients connect with a world-class network of professionals like you who can help them achieve their family’s goals.
Move your career to wherever moves you
Our Locations
London
United Kingdom
Dubai
United Arab Emirates
Zurich
Switzerland
Geneva
Switzerland
Copenhagen
Denmark
Stockholm
Sweden
Madrid
Spain
Brussels
Belgium
Amsterdam
The Netherlands
Luxembourg
Luxembourg
Milan
Italy
Frankfurt
Germany
Paris
France
Manchester
United Kingdom
London
United Kingdom
Diversity, Equity & Inclusion
Respected, involved and engaged. Sound like your kind of place?
Audio Description
Turn off Audio Description
The J.P. Morgan Advantage
The Support You Deserve
Making an Impact
Strength and Stability
The Power of the Platform
We try to make sure that our clients never outgrow us. That goes for your career, too.
The J.P. Morgan advantage
Our commitment to helping clients in Latin America dates back to the 19th century. As a result of our long-standing presence, we have built long-term and trusted relationships with Latin American industry leaders, financial institutions, governments, family-owned businesses and private clients.
Why consider a career at J.P. Morgan Private Bank?
Audio Description
Turn off Audio Description
Close
Globally recognized leader in digital wealth management: When your workplace has garnered prestigious these accolades like ours, every aspect of your work becomes easier and more impactful. Over the past five years, we have made unprecedented investments in our technological and digital infrastructures. We have committed to these advancements not only for the security and satisfaction of our clients, but also to empower our teams.
Best Digital Private Bank (Global), Best Private Bank for Digital Customer Experience (Global) and Best Private Bank for Big Data Analytics and AI (Global) (FT Professional Wealth Management Wealth Tech Awards
Award-winning portfolio management platform: Delivering results for our clients is our number-one priority, but we place enormous value in making our portfolio management platform clear, timely and highly customizable. We’re also passionate about inspiring our clients with new ideas and expert analysis ahead of the next market movement.
JPO-I won Best Use of IT Trading Platforms (FStech)
With our well-known brand behind you, stellar opportunities are ahead of you.
How We Support Advisors
Close
The support you deserve
We take enormous pride in the partnerships we build with team members. Our structures for support have been carefully designed to enable you to access the knowledge and networks that will bring your skills to the fore.
Our Client Service Specialists provide day-to-day service for clients’ banking and account activities, special requests and other client needs.
Our Philanthropy Advisors help clients articulate the impacts they want to have and the amount they want to give, and identify the structure that’s right for them. Philanthropy Advisors can help clients determine whether donor-advised funds (DAFs) can complement their private foundations as part of their giving strategies.
Our Trust Advisors establish and administer trusts for individuals, families and foundations.
Our Lending Advisors develop customized borrowing strategies to help clients accomplish their goals. This may include extracting liquidity from an asset they own. Or financing the purchase of something new.
Our Wealth Advisors create and manage strategies that weave together many aspects of a client’s financial life. From wealth transfer and ownership to philanthropy, and beyond.
Our Investment Specialists customize investment advice, ideas and strategies for individual clients, based on their particular preferences and investment goals.
Our Bankers and their teams are our nerve centers. Our concierges. Our maestros. They orchestrate the client relationships, pulling in the right specialists to meet individual client needs.
Click on the role to view the responsibility.
Client Service Specialist
Philanthropy Advisor
Trust Advisor
Lending Advisor
Wealth Advisor
Investment Specialist
Banker
You
Marking an Impact
At J.P. Morgan Private Bank, we do more than manage wealth; we empower communities. Our commitment extends beyond financial services, as we actively engage in social initiatives that make a meaningful impact. Join us, and be part of a legacy that enriches lives, fosters inclusivity, and strengthens communities.
Why consider a career at J.P. Morgan Private Bank?
Audio Description
Turn off Audio Description
Close
The strength of our company has allowed us to always be there for our clients and communities - in good times and in bad times - and this strength enables us to continually invest in building our businesses for the future.
Jamie Dimon
Chairman and Chief Executive Officer
JPMorgan Chase & Co.
Close
Strength and stability
Some of our Awards
LinkedIn names
JPMorgan Chase 2024 Top Companies list
TIME names
JPMorgan Chase one of the 100 Most Influential Companies of 2023
Global Finance names
J.P. Morgan “Best Private Bank in the World”
Euromoney names
J.P. Morgan “World’s Best Private Bank”
Join our family at
J.P. Morgan Private Bank, where your growth is our mission.
Carly Pierpoint
Head of Global Private Bank Solutions Talent Acquisition and Growth Strategy
J.P. Morgan Private Bank
Our priority is managing goals-based portfolios, but our greatest value comes from investing in people.
Ezequiel Lazcano
Head of Investments and Advice, Latin America & GFG
J.P. Morgan Private Bank
At J.P. Morgan Private Bank, our advisors are trusted partners, empowering clients to build, protect, and growth their financial legacies with dedication and insight.
Edinardo Figueiredo
Chief Executive Officer for Latin America
J.P. Morgan Private Bank
We don’t just talk about diversity and inclusion; we live it. We cast a wide net to attract talent from every avenue of life.
Adam Tejpaul
Head of Investments and Engagement
J.P. Morgan International Private Bank
Our steadfast commitment to providing exceptional client service is a hallmark of
J.P. Morgan Private Bank.
Martin Marron
Chief Executive Officer
J.P. Morgan International Private Bank
We strive to be the best,
not the biggest.
We aim for impact, not size.
Mary Callahan Erdoes
Chief Executive Officer
J.P. Morgan Asset & Wealth Management
Introducing the Team
Meet our Latin America Teams
Veterans hired since 2011
It is truly an exciting time to join our inculsive team.
10k+
New U.S. hires are ethnically diverse
It is truly an exciting time to join our inculsive team.
58%
Global hires are women
It is truly an exciting time to join our inculsive team.
49%
Audio Description
Turn off Audio Description
Brazil
Latin America North
Latin America South
Mexico
Miami
Executive Director, Wealth Advisory,
J.P. Morgan Private Bank
Carolina Cintra
Brazil Team
New York
Managing Director, Head of Investments and Advisory, J.P. Morgan Private Bank
Alexandre Zanuto
Brazil Team
New York
Managing Director, Market Manager,
J.P. Morgan Private Bank
Vinicius Artacho
Brazil Team
Miami
Executive Director, Wealth Advisory,
J.P. Morgan Private Bank
Lidia Navines
Latin America North Team
Miami
Managing Director Head of Investments and Advisory, J.P. Morgan Private Bank
Antonio Bernal
Latin America North Team
Miami
Managing Director, Market Manager,
J.P. Morgan Private Bank
Jessica Siqueira
Latin America North Team
Miami
Executive Director, Market Team Lead,
J.P. Morgan Private Bank
Michel Rudman
Latin America South Team
New York
Managing Director, Head of Investments and Advisory, J.P. Morgan Private Bank
Diego Mas
Latin America South Team
Miami
Managing Director, Market Manager,
J.P. Morgan Private Bank
Adrian Garate
Latin America South Team
New York
Vice Chairman and Managing Director, Wealth Advisory, J.P. Morgan Private Bank
Claudia Caffuzzi
Mexico Team
New York
Managing Director, Head of Investments and Advisory, J.P. Morgan Private Bank
Oscar Loynaz
Mexico Team
Miami
Managing Director, Market Manager,
J.P. Morgan Private Bank
Maricé Brown
Mexico Team
Introducing the Team
Meet our LatAm Teams
New York
Vice Chairman and Managing Director, Wealth Advisory, J.P. Morgan Private Bank
Claudia Caffuzzi
Mexico Team
New York
Managing Director, Head of Investments and Advisory, J.P. Morgan Private Bank
Oscar Loynaz
Mexico Team
Miami
Managing Director, Market Manager,
J.P. Morgan Private Bank
Maricé Brown
Mexico Team
Miami
Executive Director, Market Team Lead,
J.P. Morgan Private Bank
Michel Rudman
Latin America South Team
New York
Managing Director, Head of Investments and Advisory, J.P. Morgan Private Bank
Diego Mas
Latin America South Team
Miami
Managing Director, Market Manager,
J.P. Morgan Private Bank
Adrian Garate
Latin America South Team
Miami
Executive Director, Wealth Advisory,
J.P. Morgan Private Bank
Lidia Navines
Latin America North Team
Miami
Managing Director Head of Investments and Advisory, J.P. Morgan Private Bank
Antonio Bernal
Latin America North Team
Miami
Managing Director, Market Manager,
J.P. Morgan Private Bank
Jessica Siqueira
Latin America North Team
Miami
Executive Director, Wealth Advisory,
J.P. Morgan Private Bank
Carolina Cintra
Brazil Team
New York
Managing Director, Head of Investments and Advisory, J.P. Morgan Private Bank
Alexandre Zanuto
Brazil Team
New York
Managing Director, Market Manager,
J.P. Morgan Private Bank
Vinicius Artacho
Brazil Team
Geneva
Switzerland
Houston
United States
Miami
United States
New York City
United States
Geneva
Switzerland
Houston
United States
Miami
United States
New York City
United States
Switzerland
Geneva
Executive Director, Wealth Advisory,
J.P. Morgan Private Bank
Kiemens Zeller
Switzerland Team
Geneva
Executive Director, Head of Investments and Advisory, J.P. Morgan Private Bank
Beatriz Diaz
Switzerland Team
Geneva and Zurich
Managing Director, Market Manager,
J.P. Morgan Private Bank
Eduardo Montes
Switzerland Team
Switzerland
Mexico
Latin America South
Latin America North
Brazil
Geneva
Executive Director, Head of Investments and Advisory, J.P. Morgan Private Bank
Beatriz Diaz
Switzerland Team
Geneva and Zurich
Managing Director, Market Manager,
J.P. Morgan Private Bank
Eduardo Montes
Switzerland Team
Geneva
Executive Director, Wealth Advisory,
J.P. Morgan Private Bank
Kiemens Zeller
Switzerland Team
View All Locations
Your next career milestone is just a click away. Dive into a world of opportunities at J.P. Morgan Private Bank and find the role that’s suited for your skills and ambitions.
Explore our current openings and join a team committed to excellence, innovation and meaningful impact.
Discover Your Next Role
Join Our Team
Apply now
Click for more Details
As a Private Banker in the Latin America Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. 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 their desired goals.
1450 Brickell Ave, Miami, FL, 33131, United States
Banker, Paraguay, Argentina, Chile, Uruguay Team
Six plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in Paraguay, Argentina, Chile and Uruguay
Spanish fluency oral and written required
Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Bachelor’s Degree required
Required Qualifications
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
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
Job Responsibilities
Your next career milestone is just a click away. Dive into a world of opportunities at J.P. Morgan Private Bank and find the role that’s suited for your skills and ambitions.
Explore our current openings and join a team committed to excellence, innovation and meaningful impact.
Discover Your Next Role
Join Our Team
Apply now
Click for more Details
As a Private Banker in the Latin America Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. 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 their desired goals.
1450 Brickell Ave, Miami, FL, 33131, United States
Banker,
LatAm North Team
Close
Six plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Latin America North Market
Spanish fluency oral and written required
Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Bachelor’s Degree required
Required Qualifications
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
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
Job Responsibilities
Click for more Details
As a Private Banker in the Latin America Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. 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 their desired goals.
1450 Brickell Ave, Miami, FL, 33131, United States
Banker, Peru, Bolivia, Ecuador Team
Six plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in Peru, Bolivia and Ecuador
Spanish fluency oral and written required
Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Bachelor’s Degree required
Required Qualifications
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
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
Job Responsibilities
Click for more Details
As a Private Banker in the Latin America Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. 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 their desired goals.
1450 Brickell Ave, Miami, FL, 33131, United States
Banker,
LatAm North Team
Six plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Latin America North Market
Spanish fluency oral and written required
Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Bachelor’s Degree required
Required Qualifications
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
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
Job Responsibilities
Click for more Details
As a Private Banker in the Latin America Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. 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 their desired goals.
1450 Brickell Ave, Miami, FL, 33131, United States
Banker, Peru, Bolivia, Ecuador Team
Close
Six plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in Peru, Bolivia and Ecuador
Spanish fluency oral and written required
Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Bachelor’s Degree required
Required Qualifications
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
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
Job Responsibilities
Click for more Details
As a Private Banker in the Latin America Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. 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 their desired goals.
1450 Brickell Ave, Miami, FL, 33131, United States
Banker, Paraguay, Argentina, Chile, Uruguay Team
Close
Six plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in Paraguay, Argentina, Chile and Uruguay
Spanish fluency oral and written required
Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Bachelor’s Degree required
Required Qualifications
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
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
Job Responsibilities