Banker [Multiple Positions Available]
DESCRIPTION:
Duties: Conduct quantitative analyses of information involving investment options and/or financial data for high-net-worth (HNW) individuals and families in the Latin America (LATAM) region, and use resulting analyses to provide personalized financial advice and wealth management strategies tailored to LATAM clients' goals and risk tolerance. Analyze market trends and economic conditions to recommend investment opportunities to HNW clients in Argentina, Chile, and Uruguay, monitoring market fluctuations and adjusting investment strategies accordingly, and use insights to inform strategic decision-making and client advisory. Propose/present and explain in Spanish a range of banking products and services, including loans, credit facilities, and investment products, ensuring all banking products and activities comply with local and international regulations and standards. Manage clients' investment portfolios, including asset allocation and diversification strategies. Prepare detailed reports in Spanish on client portfolios, market analysis, and performance metrics, and maintain accurate and organized records of client interactions and transactions. Attend industry events and conferences to network with potential clients and partners. Use the Spanish language to develop and maintain commercial relationships, and conduct regular reviews of clients' portfolios to ensure alignment with their financial objectives. Use the Spanish language to identify and pursue new business opportunities that expand the client base. Conduct research on economic trends, market developments, and competitor activities in the LATAM region. Evaluate clients' risk profiles and develop strategies to mitigate potential financial risks. Collaborate with colleagues in other departments to deliver comprehensive banking solutions. Lead team projects aimed at improving service delivery and client satisfaction. This position requires up to 15% domestic travel and 15% international travel to Argentina, Chile, and Uruguay to visit various client sites.
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QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Accounting, Finance, Economics, Business Administration, or related field of study plus five (5) years of experience in the job offered or as Banker, Investment Banking Associate/Analyst, or related occupation. The employer will alternatively accept a Master's degree in Accounting, Finance, Economics, Business Administration, or related field of study plus three (3) years of experience in the job offered or as Banker, Investment Banking Associate/Analyst, or related occupation.
Skills Required: This position requires three (3) years of experience with the following skills: using and interpreting advanced Excel functionalities to conduct quantitative financial analysis for banking clients, including generating detailed interactive financial reports and creating financial models that forecast investment performance and cash flow projections; using Powerpoint to create professional presentations that communicate complex financial information to clients, including investment strategies, financial plans, and market trends; and using FactSet to deliver precise data-driven advice and to manage complex investment portfolios. This position requires one (1) year of experience with the following skills: analyzing client portfolios, assessing investment opportunities, and performing risk assessments; U.S. and Latin America (LATAM) financial markets; advising clients in the LATAM region on investment principles and strategies; diversifying asset allocation; assessing financial risks; analyzing complex financial situations; conducting investment portfolio reviews and evaluating investment opportunities; anticipating clients' financial needs, addressing clients' financial inquiries, and delivering tailored financial solutions; client acquisition and retention, specifically by using local networks in LATAM countries to access potential clients and referral sources; identifying opportunities within LATAM market countries in to prospect potential clients; using local LATAM professional networks to research regional economic conditions, capital market trends, and investment opportunities so as to tailor financial needs for each client; and maintaining services for existing client base. This position requires knowledge of the following skills: banking products, credit facilities, trust services, estate planning, and tax planning; Latin America (LATAM) markets, economic trends, cultural nuances, regulatory frameworks, and client preferences; and U.S. and LATAM banking regulations. This position requires oral, auditory, and written fluency in the Spanish language. This position requires the following license(s): SIE.
Job Location: 1450 Brickell Avenue, Miami, FL 33131. This position requires up to 15% domestic travel and 15% international travel to Argentina, Chile, and Uruguay to visit various client sites.
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion