This is an exciting opportunity to join J.P. Morgan Private Advisory at the Private Bank - an integral part of wealth management and one that provides clients and prospects across the wealth spectrum with differentiated advice to help them navigate their financial lives. Morgan Private Advisory practices include: The Philanthropy Centre, Family Governance Advisory, Executive Advisory, Tax Strategy, Private Business Advisory, Family Office, Estate Disposition modelling among other areas of expertise.

Job Summary

The Philanthropy Centre (TPC) of the J.P. Morgan Private Bank enhances philanthropic impact by offering our clients and their families strategic and innovative advice, thought leadership and collaborative opportunities.

Job Responsibilities

In this role, TPC is looking for someone to work as a Senior Associate and serve as a Philanthropy Advisor for the International Private Bank in LATAM. Additionally, this role will help support and counsel ultra-high-net-worth clients with philanthropic intent who are looking to increase impact, collaborate with others and implement strategic philanthropic programs. As a member of the Philanthropy Centre, philanthropy advisors act as thought leaders in various sectors of philanthropy, nonprofit areas and public policy. Advisors also provide information on emerging trends in philanthropy through publications and organized forums for peer-to-peer learning opportunities.

• Contribute to new business development for asset management, in collaboration with banking teams and product specialists by providing philanthropy advice. Work across a broad spectrum within the private bank, including: individuals and families; private foundations; donor advised funds; and public charity endowments.
• Advise on best practices in philanthropic giving, including: trends in philanthropy; philanthropic vehicle selection; vision and mission statements; funding guidelines; operating procedures; governance matters; succession issues; and strategic grant making.
• Advise on family-led decision making and coaching of next generation family members in philanthropic matters
• Maintain a strong professional and community network and broad understanding of the target market community to build and maintain relationships with clients and prospects.
• Plan, facilitate and speak at donor educational forums, board meetings and other client activities designed to highlight best practices in philanthropy
• Lead/facilitate board trainings or meetings with clients and their families

Required Qualifications, Capabilities and Skills

• Bachelor’s degree
• 3+ years’ experience in non-profit organization, foundation or related work
• Experience in sales and marketing a plus, particularly if conducted within the financial industry/client advisor
• Strong presentation skills, both written and oral
• Fluent speaker and writer in Spanish and English.
• Creative problem-solving abilities that generate new ideas and can adjust to meet changing needs
• Ability to connect with a broad range of perspectives
• Strong, clear judgment in addition to being a strong influencer and facilitator
• Desire to work in a dynamic and fast paced corporate setting
• Willingness to travel for business

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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.

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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.​

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This is an exciting opportunity to join J.P. Morgan Private Advisory at the Private Bank