H-1B Visa Banker Jobs
Banker roles in commercial lending, wealth management, and investment banking qualify as H-1B visa specialty occupations when they require at least a bachelor's degree in finance, economics, or a related field. Large U.S. banks and regional institutions file H-1B petitions regularly, making banking one of the more accessible paths to employer sponsorship for internationally trained finance professionals.
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JOB DESCRIPTION
Duties: Conduct comprehensive financial and wealth planning analyses to identify and address high net worth (HNW) and ultra-high net worth (UHNW) Latin American (LATAM) clients' unique objectives, ensuring alignment with their long-term investment goals and family wealth structures, while using the Spanish language to validate the clients' current investment objectives and to prepare recommendations for appropriate investment products. Utilize advanced financial modeling and market analysis to tailor solutions that meet LATAM clients' evolving needs, and meet solo with HNW and UHNW clients to provide sophisticated advisory services on portfolio construction and investment strategies, communicating these strategies to clients in Spanish. Perform market analyses and research to proactively identify and independently contact possible new HNW and UHNW Argentine, Chilean and Uruguayan private client prospects. Based on financial and market analyses/research, autonomously provide wealth management advice and solutions to HNW and UHNW families in LATAM, specifically in Argentina, Chile, and Uruguay, using the Spanish language to communicate with clients. Address clients' complex financial issues and propose innovative wealth management solutions. Responsible for client experience and engaging resources to deliver a complete wealth management solution. Use the Spanish language to market and implement investment, banking, financing, and fiduciary solutions to HNW and UHNW clients from Argentina, Uruguay and Chile. Leverage senior-level relationships with specialists, and coordinate their advice to clients on defining and implementing portfolio investment strategy, in structuring and executing credit and lending transactions, and in defining and implementing succession and fiduciary plans. Build trust with clients and effectively manage relationships by communicating with them in their native Spanish language. Ensure that proposed solutions and services achieve the clients' needs, goals, and objectives. Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists, and that accounts are properly maintained and serviced. Perform all necessary duties to maintain in good order the firm's books and records with respect to private clients, including fulfilling know-your-client duties, observing cross-border regulations, collecting and updating client information, and addressing anti-money laundering obligations. Independently contact, prospect, and convert leads to new private clients. Provide on-the-job training to junior staff. Travel to the LATAM (Argentina, Uruguay, and Chile) region to meet clients. This position requires up to 40% international travel to Argentina, Chile, and Uruguay to visit various client sites.
Qualifications
Minimum education and experience required: Bachelor's degree in Economics, Business Administration, Finance, Management, or related field of study plus three (3) years of experience in the job offered or as Banker, Associate/Analyst (Investment/Banking), Trader, or related occupation. The employer will alternatively accept a Master's degree in Economics, Business Administration, Finance, Management, or related field of study plus one (1) year of experience in the job offered or as Banker, Associate/Analyst (Investment/Banking), Trader, or related occupation.
Skills Required: This position requires one (1) year of experience with the following skills: achieving financial sales success facing ultra-high net worth (UHNW) private clients; obtaining referrals of prospective Argentinean, Chilean, and Uruguayan clients; prospecting Argentinean, Chilean, and Uruguayan UHNW individuals and converting prospects to clients with portfolios of market value of at least $25 million; Argentinean, Chilean, and Uruguayan UHNW private client relationship management and team management; asset allocation, portfolio construction and portfolio reviews; marketing of traditional portfolio investments including equity, fixed income, foreign exchange, securities and mutual funds; marketing of options and derivatives including equity options, interest rate derivatives, and foreign exchange derivatives; marketing of alternative investments including private equity funds and hedge funds; marketing of deposit solutions, margin loans and structured loans; basic trust and estate planning advisory and identification of wealth and succession planning opportunities; connections within Argentinean, Chilean, and Uruguayan private banking UHNW individuals and Argentinean, Chilean, and Uruguayan family-owned business community; relationship with Argentinean, Chilean, and Uruguayan professional centers of influence, such as Argentinean, Chilean, and Uruguayan law firms, tax advisors, and Argentinean, Chilean, and Uruguayan multifamily advisor community; managing and developing relationships with UHNW clients in Argentina, Chile, and Uruguay; understanding of political, economic and business environment in Argentina, Chile, and Uruguay; and Argentina, Chile, and Uruguay corporate law, and personal tax concepts. Assessing and mitigating risks associated with financial transactions; handling sensitive financial information in compliance with country-specific privacy laws; direct sourcing, client acquisition, and building a client base and network in LATAM. This position requires oral, auditory, and written fluency in the Spanish language. This position requires the following licenses: FINRA Series 7; FINRA Series 66; and FINRA SIE.
Job Location: 1450 Brickell Avenue, Miami, FL 33131. This position requires up to 40% international travel to Argentina, Chile, and Uruguay to visit various client sites. Full-Time.
About us
JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 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 FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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.
Description
JOB DESCRIPTION
Duties: Conduct comprehensive financial and wealth planning analyses to identify and address high net worth (HNW) and ultra-high net worth (UHNW) Latin American (LATAM) clients' unique objectives, ensuring alignment with their long-term investment goals and family wealth structures, while using the Spanish language to validate the clients' current investment objectives and to prepare recommendations for appropriate investment products. Utilize advanced financial modeling and market analysis to tailor solutions that meet LATAM clients' evolving needs, and meet solo with HNW and UHNW clients to provide sophisticated advisory services on portfolio construction and investment strategies, communicating these strategies to clients in Spanish. Perform market analyses and research to proactively identify and independently contact possible new HNW and UHNW Argentine, Chilean and Uruguayan private client prospects. Based on financial and market analyses/research, autonomously provide wealth management advice and solutions to HNW and UHNW families in LATAM, specifically in Argentina, Chile, and Uruguay, using the Spanish language to communicate with clients. Address clients' complex financial issues and propose innovative wealth management solutions. Responsible for client experience and engaging resources to deliver a complete wealth management solution. Use the Spanish language to market and implement investment, banking, financing, and fiduciary solutions to HNW and UHNW clients from Argentina, Uruguay and Chile. Leverage senior-level relationships with specialists, and coordinate their advice to clients on defining and implementing portfolio investment strategy, in structuring and executing credit and lending transactions, and in defining and implementing succession and fiduciary plans. Build trust with clients and effectively manage relationships by communicating with them in their native Spanish language. Ensure that proposed solutions and services achieve the clients' needs, goals, and objectives. Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists, and that accounts are properly maintained and serviced. Perform all necessary duties to maintain in good order the firm's books and records with respect to private clients, including fulfilling know-your-client duties, observing cross-border regulations, collecting and updating client information, and addressing anti-money laundering obligations. Independently contact, prospect, and convert leads to new private clients. Provide on-the-job training to junior staff. Travel to the LATAM (Argentina, Uruguay, and Chile) region to meet clients. This position requires up to 40% international travel to Argentina, Chile, and Uruguay to visit various client sites.
Qualifications
Minimum education and experience required: Bachelor's degree in Economics, Business Administration, Finance, Management, or related field of study plus three (3) years of experience in the job offered or as Banker, Associate/Analyst (Investment/Banking), Trader, or related occupation. The employer will alternatively accept a Master's degree in Economics, Business Administration, Finance, Management, or related field of study plus one (1) year of experience in the job offered or as Banker, Associate/Analyst (Investment/Banking), Trader, or related occupation.
Skills Required: This position requires one (1) year of experience with the following skills: achieving financial sales success facing ultra-high net worth (UHNW) private clients; obtaining referrals of prospective Argentinean, Chilean, and Uruguayan clients; prospecting Argentinean, Chilean, and Uruguayan UHNW individuals and converting prospects to clients with portfolios of market value of at least $25 million; Argentinean, Chilean, and Uruguayan UHNW private client relationship management and team management; asset allocation, portfolio construction and portfolio reviews; marketing of traditional portfolio investments including equity, fixed income, foreign exchange, securities and mutual funds; marketing of options and derivatives including equity options, interest rate derivatives, and foreign exchange derivatives; marketing of alternative investments including private equity funds and hedge funds; marketing of deposit solutions, margin loans and structured loans; basic trust and estate planning advisory and identification of wealth and succession planning opportunities; connections within Argentinean, Chilean, and Uruguayan private banking UHNW individuals and Argentinean, Chilean, and Uruguayan family-owned business community; relationship with Argentinean, Chilean, and Uruguayan professional centers of influence, such as Argentinean, Chilean, and Uruguayan law firms, tax advisors, and Argentinean, Chilean, and Uruguayan multifamily advisor community; managing and developing relationships with UHNW clients in Argentina, Chile, and Uruguay; understanding of political, economic and business environment in Argentina, Chile, and Uruguay; and Argentina, Chile, and Uruguay corporate law, and personal tax concepts. Assessing and mitigating risks associated with financial transactions; handling sensitive financial information in compliance with country-specific privacy laws; direct sourcing, client acquisition, and building a client base and network in LATAM. This position requires oral, auditory, and written fluency in the Spanish language. This position requires the following licenses: FINRA Series 7; FINRA Series 66; and FINRA SIE.
Job Location: 1450 Brickell Avenue, Miami, FL 33131. This position requires up to 40% international travel to Argentina, Chile, and Uruguay to visit various client sites. Full-Time.
About us
JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 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 FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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.
See all 4,258+ H-1B Visa Banker Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Banker
Document your finance credentials precisely
Your degree transcript and any CFA, CPA, or Series license documentation directly support the specialty occupation argument in your H-1B petition. Have official translations and evaluations ready before interviews start.
Target banks with active LCA filing histories
Use Migrate Mate to filter banker roles by employers who have filed Labor Condition Applications for finance positions, so you're applying to institutions that have already established an H-1B sponsorship process.
Verify prevailing wages before salary negotiations
Run the SOC code for your specific banker role through the OFLC Wage Search before any offer discussion. Your employer must certify wages at or above the DOL prevailing wage level in your metro area.
Confirm the employer's E-Verify enrollment early
Banks that haven't enrolled in E-Verify cannot hire H-1B workers through certain cap-exempt pathways. Ask HR directly during the offer stage, before the petition is filed, to avoid delays.
Understand how banking job titles affect petition framing
Titles like 'Relationship Manager' or 'Credit Analyst' require your employer to demonstrate the role needs a specialized degree, not just financial experience. Misclassified job titles are a common RFE trigger in banking petitions.
Plan around the October 1 start date constraint
Cap-subject H-1B petitions filed in April can't authorize work until October 1 at the earliest. Negotiate your banking offer start date with this timeline in mind, and ask if the employer offers cap-gap bridge arrangements.
H-1B Visa Banker: Frequently Asked Questions
Do banker roles qualify as H-1B specialty occupations?
Yes, most banker roles qualify as long as the position normally requires at least a bachelor's degree in a specific field like finance, economics, accounting, or business administration. Roles in credit analysis, commercial lending, and wealth management consistently meet this standard. Generic business roles without a defined degree requirement are harder to support and more likely to receive an RFE from USCIS.
Which types of banks sponsor H-1B visas most reliably?
Large national banks, global investment banks, and regional commercial banks with dedicated HR and legal infrastructure tend to sponsor H-1B workers most consistently. Community banks and credit unions sometimes sponsor but lack established petition processes, which can slow timelines. Browse Migrate Mate to find banker openings filtered by employers with confirmed H-1B filing history in finance roles.
How does the H-1B prevailing wage requirement affect banker salaries?
DOL requires your employer to pay you at least the prevailing wage for your specific banker occupation and work location, certified through the Labor Condition Application filed before your petition. The wage level depends on your SOC code, the metro area, and your experience tier. You can verify applicable wage levels using the OFLC Wage Search before entering salary discussions.
Can I switch banking employers on an H-1B?
Yes. Under H-1B portability rules, you can start working for a new bank as soon as they file a new H-1B petition on your behalf, provided you've maintained valid status and your prior petition was approved. You don't need to wait for the new petition to be approved before starting, which makes lateral moves between banks more practical than many candidates assume.
Does a Series 7 or CFA designation strengthen an H-1B petition for banking roles?
Professional designations like the CFA or Series 7 reinforce the specialty occupation argument by demonstrating that the role requires specialized, degree-level knowledge. They're not substitutes for a qualifying bachelor's degree, but USCIS adjudicators treat them as supporting evidence that the position demands professional expertise beyond general business skills. Include them in your petition documentation alongside your degree credentials.