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International Private Bank- Investor Associate- Latam North

New York, NY, US💼 Full-time💰 $150,000–$165,000🗓 2026-05-19 → 2026-07-29

Core

Support Investors in all facets of their daily business routine to help Bankers win new clients and strengthen existing relationships.

Role type

Investment Specialist (Investor Associate)

Builds

Investment policy statements and asset allocation advice

Domain

Private Banking / Capital Markets

Deliverable

client delivery

Required skills

Investment product knowledge, Investment policy statement development, Asset allocation strategy, Securities transaction compliance, Multi-tasking, Analytical reasoning, Quantitative analysis, Problem-solving

Preferred skills

Business sense, Adaptability, Proprietary software proficiency

Technologies

Microsoft Office Suite (Word, Excel, PowerPoint), Internet/Intranet, Proprietary software and databases

Responsibilities

Support investment reviews with clients to validate 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

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## 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 ## Requirements - Bachelor's degree required - Fluent in English and Spanish - 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 Have - 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 ## Benefits JPMorganChase offers 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.
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