International Private Bank- Associate Investment Specialist- LatAm North
About The Position
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 International 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 to provide you with the opportunity to take your career to the next level. As an Investment Specialist in the International Private Bank, you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships in the LatAm North Market.
Requirements
- Fluent in English and Spanish
- Bachelor’s degree required
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Capital markets or institutional brokerage experience
- Ability to multi-task and manage priorities effectively
- Excellent communication skills
- Strong analytical, quantitative, and problem-solving skills
Nice To Haves
- Coachable professional with good "business sense" and an energetic/dynamic personality
- Ability to work both independently and as a team player
- Ability to adapt to a rapidly changing business and technology environment
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet with the ability to learn proprietary software and databases
Responsibilities
- Support investment reviews with clients to validate the clients' current investment objectives
- Prepare recommendations of appropriate investment products
- Assist with the development of investment policy statements and advice on asset allocation
- Build excellent working relationships with internal clients
- Support coordination of sales effort with Investors
- Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
Benefits
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
