International Private Bank- Associate Investment Specialist- LatAm North
On-site · Miami, Florida, United States
Job Summary
Investment Specialist in the International Private Bank supporting LatAm North clients; responsibilities include reviewing investment objectives with clients, preparing product recommendations, developing investment policy statements, advising on asset allocation, building client relationships, coordinating sales efforts with Investors, and ensuring compliance with securities policies and conduct guidelines; requires bilingual English/Spanish, a Bachelor’s degree, Series 7/66 licenses (or ability to obtain), and capital markets experience.
Required Qualifications
- Bachelor’s degree
- Series 7 and Series 66 licenses
- Insurance licenses (required to obtain within 90 days)
- Capital markets or institutional brokerage experience
- Fluent in English and Spanish
- Ability to multi-task and manage priorities
- Excellent communication skills
- Strong analytical, quantitative, and problem-solving skills
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and Internet/Intranet
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