International Private Bank- Private Banker- Vice President

4 days ago

New York, New York, United States JPMorgan Chase & Co. Full time
Description

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:


•   Eight 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 Mexico 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

•   Available to travel internationally to serve off-shore international clients 

•   Strong community presence with an established network 

•   Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts 

•   Bachelor's Degree required

  • Private Client Office Banker

    4 days ago

    New York, New York, United States Flagstar Bank Full time

    Position TitlePrivate Client Office BankerLocationNew York, NY 10022Job SummaryThe Private Client Office Banker is responsible for managing the experience for clients and prospects through all delivery channels within a Private Client Office. This role will provide white-glove service during each interaction, including, but not limited to service requests,...

  • Investment Banking Vice President Industrials M&A

    2 weeks ago

    New York, New York, United States Prospect Rock Partners Full time

    Our client is a premier global investment bank with over 30 years of experience advising clients on M&A transactions and private capital solutions. They have built their reputation on execution excellence, deep industry expertise, and a collaborative culture that sets them apart in the industry.Their approach emphasizes true partnership—pooling knowledge...

  • Senior Vice President, Banking

    2 weeks ago

    New York, New York, United States Carver Federal Savings Bank Full time

    1st Vice President- Private and Institutional Banking Relationship ManagerCompany Summary: Carver Bancorp, Inc. (NASDAQ: CARV) the holding company for Carver Federal Savings Bank, is a federally chartered institution with approximately $750 million in assets and 110 employees. The Bank was chartered in 1948 to address the banking needs of middle income and...

  • Asset Management – Alternatives Account Manager, Private Bank– Vice President

    2 weeks ago

    New York, New York, United States JPMorgan Chase & Co. Full time $120,000 - $250,000 per year

    DescriptionJP 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,...

  • Vice President, Global Investment Banking, Global Private Capital Group

    6 days ago

    New York, New York, United States Royal Bank of Canada Full time

    Job DescriptionWhat is the opportunity?To join the Global Private Capital Group as a Vice President.What will you do?Private capital market transactions serve a variety of use cases, including but not limited to, growth capital raises, acquisition financing, recapitalizations, and PIPEs for private and public companiesServe as the primary day to day contact...

  • Vice President

    6 days ago

    New York, New York, United States Alantra Solar Energy Advisors Full time

    Alantra is an independent global mid-market financial services firm providing investment banking, asset management, and private capital services to companies, families, and investors operating in the mid-market segment. The Group has over 650 professionals across Europe, the US, Latin America, and Asia.Its Investment Banking division provides independent...

  • Investment Banking Vice President

    3 days ago

    New York, New York, United States Piper Sandler Full time

    Job DescriptionAt Piper Sandler, we connect capital with opportunity to build a better future.We believe diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. Our mission is to recruit, develop, retain and engage a high-performing team. Our business enables bright, committed people working in partnership within an...

  • Executive Vice President

    2 weeks ago

    New York, New York, United States Adams, Inc. Full time

    AGKS69838 – Executive Vice President – North East KSA well-established community bank with approximately $150 million in assets and $110 million in loans is seeking an Executive Vice President as part of a planned leadership transition. This individual will initially join the organization as EVP and will move into the President role in the near future....

  • Vice President, Private Banker – Alternative Investments

    2 days ago

    New York, New York, United States BlueCrown Full time

    OverviewThe global Assets under Management (AuM) market is set to grow to $145.4 trillion in 2025, up from US$84.9 trillion in 2016, making it one of the fastest growing segments in this space.At BlueCrown, the people here don't just manage clients' money – they build a vision that can inspire clients to transform the way they invest. They deliver...

  • Vice President, M&A, NY

    1 week ago

    New York, New York, United States Harris Williams & Co. Full time

    Position OverviewHarris Williams seeks to hire an experienced Vice President to join our Energy, Power and Infrastructure Group in the New York, NY office. This individual will play a critical role in leading teams through all phases of the M&A deal lifecycle with a high degree of client exposure while also mentoring junior banker talent and working in...