Banker [Multiple Positions Available]

JPMorgan Chase · Miami

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Company
JPMorgan Chase
Location
Miami
Posted
October 13, 2026

About this job

Duties: Conduct comprehensive wealth planning and investment advisory for HNW/UHNW Latin American families (Argentina, Chile, Uruguay), validating objectives, risk tolerance, liquidity needs, and family wealth structures in Spanish and presenting a holistic balance-sheet approach (assets, liabilities, and cash flows). Design, model, and recommend sophisticated portfolio construction and investment strategies using advanced financial modeling and market analysis; translate insights into actionable proposals across investments and asset allocation, aligned to clients' long-term goals and evolving constraints. Originate and deliver integrated solutions across investment, banking, credit/financing, and fiduciary/succession planning, owning the client experience and coordinating senior…

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