IPB - Investment Professional - LATAM South

About the Role

J.P. Morgan is seeking exceptionally talented individuals who are collaborative, confident, and motivated to deliver a first-class experience to clients within J.P. Morgan’s International Private Bank. If you have an entrepreneurial mindset and are looking to continually challenge yourself, you will work alongside talented colleagues from other markets, businesses, and functions.

As an Investment Professional on the LATAM South team in New York City, you will provide integral daily support to Investors in managing client relationships. You will coordinate with colleagues and essential support groups while maintaining awareness of, and sensitivity to, the confidential nature of Private Banking clients.

Job Responsibilities

• Execute brokerage trades, including placing trades, reviewing trades (compare paper blotter to trade blotter daily), submitting cancel/corrects, and making account updates.
• Create mandates for discretionary accounts.
• Monitor exceptions and work with Client Advisors to conduct “what-if” scenario-based analysis. Work with the Team Leader to monitor risk metrics across the team.
• Support the Team Leader in monitoring Client Advisor loadings.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents, including submission, monitoring, and working with clients to complete or correct.

Required Qualifications, Capabilities, and Skills

• Series 7, 66, and Insurance licenses required. Unlicensed candidates may be considered, but must obtain licenses within 90 days of the start date.
• Fluent in Spanish and English.
• Bachelor’s degree required.
• One or more years of industry-related experience.
• Exceptional follow-up and follow-through skills.

Preferred Qualifications, Capabilities, and Skills

• Familiarity with J.P. Morgan Private Bank systems (Workstation, Connect, DDR/KYC) or ability to learn proprietary software.
• Experience and interest in financial markets and concepts.
• Excellent interpersonal skills.
• Self-starter with strong organization and detail orientation, with a commitment to accuracy.
• PowerPoint and Excel expertise.