Job Description:For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients.Job summaryAs an Investment Advisor in the Mexico team (part of wider LatAm Swiss platform), you would lead in communicating market strategy and investment knowledge to clients and investment committees in portfolio reviews and investment forums, while also consulting with clients to determine their portfolio objectives and long term asset allocations. Our investment/product universe is the entire spectrum of Wealth Management open architecture platform including Fixed Income, Equities, Alternatives and global multi-asset mandates.You would quickly establish credibility internally and externally, partner with Private Bankers in our wealth management group and build rapport with clients as the investment expert of the firm in order to promote services to endowments & foundations.Job responsibilities
Play a leading role in the investment dialogue with Mexico clients
Advise clients on holistic asset allocation and portfolio construction and tactical asset allocation shifts
Execute investment solutions in client accounts in accordance with client plans. Such solutions include: Investment Management, Mutual Funds, Structured Products, Hedge Funds, Private Equity, Foreign Exchange, as well as execution of more traditional brokerage transactions.
Generate new business development and regional expansion, by participating in new business opportunities with EMEA Integrated Team Members and Senior Management
Perform sales management, including coordination of RFPs, pitches, road shows, campaigns, proposals
Interact effectively with the various internal product partners, banking teams, risk and compliance, marketing, etc.
Required qualifications, capabilities and skills
Significant relevant market experience in Mexico
Fluent Spanish and English speaker
A proven track record of building trust with clients and effectively managing relationships, both externally and internally, will be vital to this role
Excellent communication skills - you would be articulate both verbally and on paper and able to generate trust with clients through a credible discussion on investment matters
Strong presentation and interpersonal skills
Personality marked by ambition with demonstrated success in dealing with a wide range of clients
Superior analytical skills; strong computer skills
Asset allocation / multi asset class portfolio or sales experience
Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
About Us: J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our for more information about requesting an accommodation.About the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
