J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families in 36 countries around the world. The Private Bank addresses every facet of wealth management from investment management and brokerage to tax and estate planning, credit and specialty wealth advisory services. The bank prides itself on delivering creative, customized solutions to clients in a way that is tailored to their individual needs.23 Wall is a global team dedicated to ensuring the power of the full JPMorgan Chase franchise is brought to bear for the world's largest, most sophisticated clients and their family offices across lines of business. The team sits within the Private Bank and has a LOB-agnostic mandate. We provide insight and access to the firm's expertise, capital, and deal flow across client balance sheets.POSITION SUMMARY:Supports Managing Director in expanding JPM relationships with top business owners and single family offices in Latin America. Promotes delivering the firm to clients of J.P. Morgan Private Banking and Corporate & Investment Banking, across lines of business in Latin America, while preserving confidentiality of Private Banking clients and of CIB transactions.Team works with Private Bank clients and prospects who are Latin American business owners, in developing and pursuing strategic initiatives for their companies and evaluating alternatives for themselves as shareholders. Delivers the global expertise of the Investment Bank to Private Bank clients, as appropriate. Generates introductions for the Private Bank to prospects who are clients of the Investment Bank in Latin America.JOB RESPONSBILITIES:
Assist in identifying potential clients for the Latin America Private Bank, by monitoring JPM Investment Banking deal pipeline, IB coverage lists, regional news, local stock exchange filings, industry research, and other sources
Support connection of sophisticated, billionaire families in Latin America to 23 Wall products and services
Conduct research on Latin American companies and industries, as preparation for client meetings
Identify pending and completed M&A and IPO transactions and analyze opportunities for the Private Bank with shareholders. Maintain IPO and M&A database, and coordinate with PB teams to follow up on identified prospects.
Maintain a network with IB and PB bankers by participating in team meetings and other regular meetings / calls
Manage database of introductions between the PB and IB; prepare cross-selling and client meeting activity reports
Become familiar with all Private Bank products and strategies; become familiar with IB transaction processes
Identify opportunities to add value to business owners, leveraging JPM expertise, resources, and global network
Support Managing Director in providing strategic advice and assistance to Latin American business owners, by handling follow up and communications with the client
Identify and analyze topics of interest to LatAm business owners, such as managing a concentrated stock position, or setting up a Family Office to manage personal wealth
Attend to other ad hoc requests as needed
REQUIRED QUALIFICATIONS, CAPABILITIES AND SKILLS:
Spanish or Portuguese fluency required
Excellent interpersonal and communication skills, both written and oral
Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
Ability to multi-task and manage priorities effectively
Good judgment and problem solving skills
Absolute discretion when dealing with confidential matters
Ability to work both independently and as a team player
Exceptional follow-up and follow-through skills
College degree required
PowerPoint and Excel expertise required
PREFERRED QUALIFICATIONS, CAPABILITIES AND SKILLS:
Experience in either Private Banking/Asset Management or Corporate & Investment Banking preferred
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/VeteransBase Pay/SalaryNew York,NY $100,000.00 - $110,000.00 / year
