4 days old

Wealth Management, Private Bank, Event Planner - Associate

JPMorgan Chase & Co.
New York, NY 10007
  • Job Code

Wealth Management, Private Bank, Event Planner - Associate

Req #: 190095936
Location: New York, NY, US
Job Category: Wealth Management
Potential Referral Amount: US Dollar (USD)

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.


J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.


Wealth Management:

USPB Introduction:

J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.


The U.S. Private Bank advises families across the U.S. through 45 offices and represents one of the largest growth opportunities for J.P. Morgan Chase & Co. In 2019, the U.S. Private Bank was recognized by Euromoney as the #1 Private Bank Overall in North America.

Our Team
The Associate Event Planner will create and execute client event activities from concept through execution and evaluate return on investment. The planner will support the event strategy for the markets bringing creative ideas, suggested venues and proposed content to the market with thought to strategic execution.

The job demands interaction with colleagues on the global events team, bankers and product partners, and senior management so that we can ensure a consistent and distinctive experience for clients which underscore our business strategies. The event team’s goals are to help markets increase client business/deepen existing relationships, create and drive efficiencies for all internal partners and maintain the J.P. Morgan brand standard at all events. High pressured position demands strong communication skills, accuracy, long hours and extensive travel in the region with occasional opportunity outside the region. Data management is an equal part of overall responsibilities.


The role is located in New York reporting directly to the Head of Latin America Private Bank Events.

  • Understand business objectives and help develop an event strategy that supports business goals
  • Manage high-touch events consistent with J.P. Morgan Private Bank brand standards
  • Strong in data and budget management, task prioritization and operational efficiencies
  • Familiar with key LatAm cities, venues / vendors, as well as cultural nuances
  • Partnership with other lines of business, in order to leverage cross-sell event opportunities
  • Ability to influence stake holders in order to keep projects on track and in line with regional strategy
  • Ability to negotiate with event venues and vendors to maximize budget allocations
  • Business acumen to think strategically and problem solve offering creative solutions
  • Ability to multi-task and work under tight deadlines with prompt and clear responses
  • Participate in frequent events team and business meetings, providing updates as needed
  • Strong presentation skills 

  • A minimum of 6-8 years’ prior experience in event management related activities
  • Portuguese and/or Spanish language skills a must
  • Exemplary oral/written communications and interpersonal skills
  • Solid project management experience
  • Extremely detailed oriented
  • Availability to work late hours and travel internationally on a regular basis
  • Proficiency in Microsoft Excel, Word, PowerPoint & SharePoint sites
  • Willingness to learn, adapt and have a positive and professional attitude at all times
  • Skilled at handling difficult personalities and able to liaise with senior management on a regular basis
  • Prior experience in financial services a plus 

Keyword: consumer%20banking


Posted: 2019-12-03 Expires: 2020-01-02

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Wealth Management, Private Bank, Event Planner - Associate

JPMorgan Chase & Co.
New York, NY 10007

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