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JPMorgan Chase Wealth Management - Latin America Private Bank - Wealth Advisor - Mexico Team - MD - New York, NY in New York, New York

JP Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of more than $2 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity.

The J.P. Morgan Private Bank, which includes both the Ultra High Net Worth and High Net Worth businesses, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities.

Wealth Advisor - Primary Function:

The Wealth Advisor is part of a team of specialists who ensure that our most complex clients' financial and wealth planning goals are identified and met through a comprehensive analysis of their families' total wealth structure. While JP Morgan does not provide tax or legal advice, the Wealth Advisor helps s clients understand the alternatives and structures, including trusts, available to them to achieve those goals in tax-efficient, legally compliant ways, and, with their other advisors, helps them execute on those plans.

The successful candidate would serve as a primary resource for clients with complex needs around how to hold and structure their wealth for a full range of circumstances, including family wealth, succession planning, philanthropic goals, and business liquidity events, as well as recognizing tax and other legal issues arising from the jurisdictions in which the clients, their family members, their investments and other holdings, are located.

Responsibilities:

  • Serve as an advisor to clients on personal planning matters with respect to a client's global wealth, assets and activities

  • Identify opportunities for the bank's trust companies to serve in a fiduciary capacity;

  • Assist clients and their families with generational planning for tax efficient wealth transfer by providing guidance on optimal trust and other planning structures

  • Partner with the Bankers, Investors, Trust Officers, Lending Advisors to support and coordinate client acquisition and deepening efforts; th is entails international and domestic travel

  • Personally cultivate relationships with professional advisors (intermediaries) who focus on serving international private clients, principally attorneys and accountants, and coordinates the team's strategy with respect to intermediary outreach

  • Deliver educational presentations to internal and external audiences (including prospects, clients, and intermediaries), write and review articles for internal and external publication, and be willing to be interviewed for articles in trade and general publications, and other media

  • Provide training, coaching, and guidance to junior team members

  • Work in close partnership with clients' tax and legal counsel, and assist clients in finding appropriate advisors where required

  • Manage tax and legal risks, through discussions with clients, to ensure that, as far as the bank, is aware clients are tax compliant

Qualifications

  • 10 + years' experience in private client or tax advisory

  • Juris Doctor or CPA degree required

  • Deep experience in advising ultrahigh net worth complex international cross-border private clients, their families and businesses

  • Strong knowledge of U.S. income and transfer tax laws and taxation of foreign trusts; general knowledge with income tax and transfer tax systems in Latin America; a general familiarity with principles of US immigration, and the ability to apply all such knowledge to client-specific planning situations

  • Strong team orientation: must be willing to partner gladly with senior as well junior resources within the market as well as with Wealth Advisors in other markets, regions, and countries

  • Strong presentation skills in one-on-one and group meetings

  • Strong writing and other communication skills

  • Strong self-motivator who can work closely with market leaders and practice partners without daily contact with one's direct manager

  • Accomplished client management skills with requisite gravitas to quickly earn client trust and win confidence

  • Enthusiasm to partner with professional advisors (such as CPAs or attorneys)

  • Willingness to work to clearly defined metrics

  • Individual with high ethical standards, never sacrifices integrity and works in each client's best interest

  • A robust approach to risk management

  • Bilingual Spanish proficiency preferred

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

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