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Wealth Management - Latin America Private Bank - Banker - Mexico Team - Houston, TX
JPMorgan Chase Houston, TX
$61k-91k (estimate)
Full Time | Banking 1 Month Ago
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JPMorgan Chase is Hiring a Wealth Management - Latin America Private Bank - Banker - Mexico Team - Houston, TX Near Houston, TX

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 Latin America 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 a Private Banker in the Latin America Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities:

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition 
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co. 
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required qualifications, capabilities and skills:

• Six plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Latin America North Market 
• Spanish fluency oral and written required 
• Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen 
• Strong community presence with an established network 
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts 
• Bachelor’s Degree required

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$61k-91k (estimate)

POST DATE

05/23/2024

EXPIRATION DATE

07/22/2024

WEBSITE

jpmorganchase.com

HEADQUARTERS

MCKINNEY, TX

SIZE

>50,000

FOUNDED

1968

REVENUE

>$50B

INDUSTRY

Banking

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About JPMorgan Chase

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and... affirmative action employer Disability/Veteran. More
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