JPMorgan Chase
IPB - Associate Banker - LATAM South
Miami, FL · Full-time · Posted Sep 15, 2026
- Experience
- Three plus years of industry related experience
- Education
- Bachelor’s Degree required
About the job
Provides daily client-relationship and account support to Client Advisors serving the LATAM South market in J.P. Morgan’s International Private Bank.
What you'll do
- Support KYC documentation, suitability assessments, account opening, account administration, and client information management.
- Coordinate with internal support teams, monitor account exceptions and team risk metrics, and assist with scenario analysis.
- Prepare client and investment materials and support mandates, fee schedules, billing, and alternatives documentation.
What they ask for
- Series 7, 66, and Insurance licenses; unlicensed candidates must obtain them within 90 days of start date.
- Fluent in English and Spanish.
- Bachelor’s Degree.
- PowerPoint and Excel expertise.
Nice to have
- Familiarity with J.P. Morgan Private Bank systems Workstation, Connect, DDR/KYC, or ability to learn proprietary software.
- Experience and interest in financial markets and concepts.
Tools
Workstation, Connect, DDR/KYC, PowerPoint, Excel
Model-written summary · the original posting is authoritative