JPMorgan Chase
IPB - Associate Banker - LATAM Mexico
$150K–$165K
New York, NY · Full-time · Posted Oct 6, 2026
- Experience
- Three plus years of industry related experience
- Education
- Bachelor’s Degree required
About the job
Provides daily relationship and account support to Client Advisors serving International Private Bank clients in the LATAM Mexico market, including onboarding, administration, risk monitoring, and investment-related support.
What you'll do
- Support KYC documentation, suitability assessments, account opening, account administration, and client information management.
- Coordinate with internal teams and monitor exceptions and risk metrics; assist with scenario analysis.
- Support investment and client-relationship work, including presentations, mandates, fee schedules, and alternatives documentation.
What they ask for
- Series 7, 66, and Insurance licenses; unlicensed candidates may obtain them within 90 days of start date.
- Fluent in English and Spanish.
- Bachelor’s Degree.
- Exceptional follow-up and follow-through skills; PowerPoint and Excel expertise.
Nice to have
- Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC, or ability to learn proprietary software.
- Experience and interest in financial markets and concepts.
Pay
$150,000.00-$165,000.00 USD base salary
Tools
PowerPoint, Excel, Workstation, Connect, DDR/KYC
Model-written summary · the original posting is authoritative