IPB - VP Investor - LATAM South

JPMorgan Chase & Co. • Miami, FL

4d • $161,500 - $260,000

About The Position

As an Investment Specialist within the LATAM South market of J.P. Morgan’s International Private Bank, you help Bankers win new clients and deepen and strengthen existing client relationships by advising on investment solutions. You work with colleagues across markets, businesses, and functions to provide clients with a first-class experience. The position also focuses on qualified purchaser clients and serves as a primary resource for investment communication.

Requirements

• Bachelor’s degree required.
• Fluency in Spanish and English.
• Series 7, 66, and Insurance licenses required; unlicensed candidates may be considered but must obtain the licenses within 90 days of the start date.
• Seven or more years of experience in Private Banking or the Financial Services industry.
• Demonstrated understanding of wealth management, including credit, deposits, trust, and financial planning.

Nice To Haves

• MBA or CFA preferred.
• Prior experience providing complex investment solutions to individuals.
• In-depth experience and/or knowledge of hedge funds, private equity, and alternative investments.
• Ability to execute trades smoothly and seamlessly and manage brokerage activity.
• Sales experience, including profiling, overcoming objections, negotiation, team selling, closing sales, and asking for referrals.

Responsibilities

• Conduct investment reviews with clients to validate current investment objectives and prepare recommendations for appropriate investment products.
• Develop investment policy statements and advise on asset allocation.
• Close sales of complex investment products.
• Coordinate sales efforts with Capital Advisors, Trust Officers, and Wealth Advisors.
• Focus on qualified purchaser clients and act as the primary resource for investment communication.
• Build excellent working relationships with internal clients.
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct.
• Provide guidance to junior staff.

Benefits

• Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior