SC Banker (Multiple Positions Available)
DESCRIPTION:
Duties: Provide wealth management advice and solutions to high-net-worth (HNW) and ultra-high-net-worth (UHNW) families in Latin American (LATAM), specifically Argentina, Chile, and Uruguay, using the Spanish language to communicate with clients. Address clients' complex financial issues and propose innovative wealth management solutions. Navigate legally-intricate cross-border transactions within and across different LATAM countries, ensuring smooth and compliant international operations. Conduct legal research on the complex regulatory environments in Argentina, Chile, and Uruguay, advising clients on their legal options for wealth preservation in these countries while fulfilling other financial needs such as credit, investments, or banking. Protect and maintain client confidentiality during investment discussions in accordance with country-specific laws and regulations. Provide a holistic approach to the client's balance sheet, using the Spanish language to present options to clients. Advise clients on investment strategies and structure financial products that minimize legal and financial risks to both clients and the bank. Draft, review, and negotiate various financial contracts, including investment agreements, loan documents, and trust deeds, ensuring protection of both the bank's and the client's interests. Execute legally-binding financial agreements and conduct \"Know Your Client\" (KYC) processes, relying on one's comprehension of the controlling economic aspects of these sensitive transactions. Drive new client acquisition and business development in the LATAM region, using Spanish to broaden one's professional client network. Leverage personal and professional networks to onboard new clients and deepen the book of business in the region. Connect new and existing clients to other teams and lines of business in the bank. Coordinate and introduce specialists to provide expertise on different topics to clients. Ensure financial transactions and client interactions adhere to country-specific legal standards. This position requires up to 25% international travel to Argentina, Chile, and Uruguay to visit various client sites.
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QUALIFICATIONS:
Minimum education and experience required: Master's degree in Finance, Legal Studies/Law, Strategic Management, Business Administration, Accounting, Economics, or related field of study plus three (3) years of experience in the job offered or as SC Banker, Counsel, Associate (Business/Law/Finance), Trader/Analyst, or related occupation. The employer will alternatively accept a Bachelor's degree in Finance, Legal Studies/Law, Strategic Management, Business Administration, Accounting, Economics, or related field of study plus five (5) years of experience in the job offered or as SC Banker, Counsel, Associate (Business/Law/Finance), Trader/Analyst, or related occupation.
Skills Required: This position requires three (3) years of experience with the following skills: navigating complex regulatory environments across Latin America (LATAM) jurisdictions, and complying with country-specific regulations in order to ensure financial transactions and client interactions adhere to country-specific legal standards; handling cross-border transactions within and across different LATAM countries; drafting, executing, reviewing, and negotiating investment agreements, loan documents, and trust deeds; assessing and mitigating risks associated with financial transactions; handling sensitive financial information in compliance with country-specific privacy laws; direct sourcing, client acquisition, and building a client base and network in LATAM; developing relationships with high net worth clients in the LATAM region; business development in a competitive industry; sales experience including profiling, overcoming objections, negotiation, team selling approach, closing the sale, and asking for referrals; asset classes including equities, fixed income, alternatives, and derivatives; investments, wealth planning, credit, trusts, and banking concepts including collateralized credit, wealth advisory planning, deposits, and custody; and communicating investment strategies to clients and prospects. This position requires oral, auditory, and written fluency in the Spanish language.
Job Location: 1450 Brickell Avenue, Miami, FL 33131. This position requires up to 25% 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