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Job Description
DESCRIPTION:
Duties: Conduct research and analysis on different scenarios, asset classes, and investment products in order to provide investment advice and solutions to high net worth individuals in Latin American countries. Develop investment policy statements, conduct investment reviews with clients, and provide advice on asset allocation and markets insights, using the Spanish language to communicate with clients. Support sales efforts made by senior investors. Assist bankers to win new clients and strengthen existing client relationships by speaking clients' native Spanish. Assist with trade idea generation and execution across asset classes and lines of business (LOBs). Conduct investment reviews in Spanish to validate the clients' current investment objectives, and prepare written recommendations (in the Spanish language) for appropriate investment products. Develop investment policy statements and advise on asset allocation. Close sales of complex investment products. Support coordination of sales effort with Capital Advisors, Trust Officers, and Wealth Advisors. Focus on qualified purchaser clients and act as primary resource for investment communication. Build 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. This position requires up to 20% domestic and international travel to LATAM countries including Colombia, Panamá, Costa Rica, Guatemala, Dominican Republic, and El Salvador, in order to visit various client sites and JPMorgan offices.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Economics, Business, Finance, or related field of study plus two (2) years of experience in the job offered or as Investment Specialist/Analyst, or related occupation.
Skills Required: This position requires two (2) years of experience with the following skills: articulating financial planning strategies and investment solutions to current and prospective high net worth clients in Latin American countries; private banking services including investments, mortgages, loans and trust and estates; constructing private banking client profiles and wealth portfolios based on current economic conditions; global practices within the private banking industry; cross-border banking regulations and laws applied to financial planning; analyzing legal documents related to finance and estate planning in Latin American countries, in accordance with the respective countries' laws and regulations; Know Your Customer (KYC) industry-wide practices; endowment and foundation clients and operations; creating presentations for clients using Microsoft PowerPoint and Adobe Acrobat PDF Pro; running portfolio analysis and financial modeling using Microsoft Excel; accessing economic news, financial market data/analytics, and price quotes using Bloomberg Terminal; internal pricing tools; comparing potential allocation strategies and generating multi-period projections based on complex market conditions using Monte Carlo Simulation analysis; and VBA programming. This position requires oral, auditory, and written fluency in the Spanish language. This position requires the following license(s): Series 7; SIE; and Series 63.
Job Location: 270 Park Avenue, New York, NY 10017. This position requires up to 20% domestic and international travel to LATAM countries including Colombia, Panamá, Costa Rica, Guatemala, Dominican Republic, and El Salvador, in order to visit various client sites and JPMorgan offices.
Full-Time. Salary: $155,000-$160,000 per year.
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.
DESCRIPTION:
Duties: Conduct research and analysis on different scenarios, asset classes, and investment products in order to provide investment advice and solutions to high net worth individuals in Latin American countries. Develop investment policy statements, conduct investment reviews with clients, and provide advice on asset allocation and markets insights, using the Spanish language to communicate with clients. Support sales efforts made by senior investors. Assist bankers to win new clients and strengthen existing client relationships by speaking clients' native Spanish. Assist with trade idea generation and execution across asset classes and lines of business (LOBs). Conduct investment reviews in Spanish to validate the clients' current investment objectives, and prepare written recommendations (in the Spanish language) for appropriate investment products. Develop investment policy statements and advise on asset allocation. Close sales of complex investment products. Support coordination of sales effort with Capital Advisors, Trust Officers, and Wealth Advisors. Focus on qualified purchaser clients and act as primary resource for investment communication. Build 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. This position requires up to 20% domestic and international travel to LATAM countries including Colombia, Panamá, Costa Rica, Guatemala, Dominican Republic, and El Salvador, in order to visit various client sites and JPMorgan offices.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Economics, Business, Finance, or related field of study plus two (2) years of experience in the job offered or as Investment Specialist/Analyst, or related occupation.
Skills Required: This position requires two (2) years of experience with the following skills: articulating financial planning strategies and investment solutions to current and prospective high net worth clients in Latin American countries; private banking services including investments, mortgages, loans and trust and estates; constructing private banking client profiles and wealth portfolios based on current economic conditions; global practices within the private banking industry; cross-border banking regulations and laws applied to financial planning; analyzing legal documents related to finance and estate planning in Latin American countries, in accordance with the respective countries' laws and regulations; Know Your Customer (KYC) industry-wide practices; endowment and foundation clients and operations; creating presentations for clients using Microsoft PowerPoint and Adobe Acrobat PDF Pro; running portfolio analysis and financial modeling using Microsoft Excel; accessing economic news, financial market data/analytics, and price quotes using Bloomberg Terminal; internal pricing tools; comparing potential allocation strategies and generating multi-period projections based on complex market conditions using Monte Carlo Simulation analysis; and VBA programming. This position requires oral, auditory, and written fluency in the Spanish language. This position requires the following license(s): Series 7; SIE; and Series 63.
Job Location: 270 Park Avenue, New York, NY 10017. This position requires up to 20% domestic and international travel to LATAM countries including Colombia, Panamá, Costa Rica, Guatemala, Dominican Republic, and El Salvador, in order to visit various client sites and JPMorgan offices.
Full-Time. Salary: $155,000-$160,000 per year.
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.
JPMorganChase New York, New York, USA Office
270 Park Avenue, New York, NY, United States, 10017-2014
JPMorganChase New York, New York, USA Office
4 Metrotech Center, New York, NY, United States, 11201
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