Wealth Management - Latin America Private Bank - Investment Specialist - Associate - LatAm North Team - Miami, FL

As an Investment Specialist within J.P. Morgan’s Latin America Private Bank, you will be providing support to Investors in all aspects of their daily business routine. Your main goal will be to assist Bankers in acquiring new clients and deepening existing client relationships. You will have the opportunity to work with a team of talented colleagues from various markets, businesses, and functions, providing you with the chance to elevate your career to the next level.

Job 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 

Required qualifications, capabilities and skills

• Bachelor’s degree required 
• 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 
• Fluent in Spanish

Preferred qualifications, capabilities and skills

• 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 

JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans