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Job DescriptionWe 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 an Investment Specialist you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships.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, 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 SpanishPreferred Qualifications, Capabilities, 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
Full Time
$75k-112k (estimate)
04/29/2024
05/12/2024
jpmorganchase.com
MCKINNEY, TX
>50,000
1968
>$50B
Banking
For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and... affirmative action employer Disability/Veteran.
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