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