Job Description

We are actively looking for exceptionally 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 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 an opportunity to elevate your career.

Job Responsibilities

1. Provide support to the Senior Banker on daily client priorities.
2. Assist the Senior Banker during the sales process and ongoing client management, including reviewing and building pitch books, coordinating information, communicating with clients, and executing client needs.
3. Support client hierarchy and pipeline management.
4. Assist in the sale of investments, banking, and trust services, including asset allocation on structured and managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identifying wealth planning opportunities.

Required Qualifications, Capabilities, and Skills

1. Bachelor’s Degree required.
2. Series 7 & 66 licenses required; unlicensed candidates considered but must obtain licenses within 90 days of start date.
3. Sales or origination experience.
4. Coachable professional with good business acumen.

Preferred Qualifications, Capabilities, and Skills

1. MBA, JD, CFA, or CFP preferred.
2. Excellent communication skills.
3. Strong analytical and quantitative skills.
4. Ability to multi-task and manage priorities effectively.
5. Ability to learn proprietary software and databases, including wealth planning software such as Planning Station modules, WA models, and MAPS/CHART.

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