IPB - VP Investor - LATAM South

JPMorganChase • Miami, FL

2d

About The Position

J.P. Morgan is seeking a collaborative, confident, and motivated Investment Specialist for its International Private Bank in the LATAM South market. The role helps Bankers win new clients and deepen and strengthen existing client relationships by advising on investment solutions. The Investment Specialist works alongside colleagues across markets, businesses, and functions and provides investment guidance to clients, with a focus on qualified purchaser clients.

Requirements

• Bachelor’s degree.
• Fluency in Spanish and English.
• Series 7, 66, and Insurance licenses are required; unlicensed candidates are 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.
• 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 in 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 serve as a primary resource for investment communication.
• Build strong working relationships with internal clients.
• Comply with internal and external policies and procedures for securities transactions and the code of conduct.
• Provide guidance to junior staff.

What This Job Offers

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