IPB - Investment Professional - GFG MENAT
On-site · New York City, New York, United States
Job Summary
Investment Professional in the International Private Bank role provides brokerage trade execution, creation of discretionary-account mandates, and continuous monitoring of risk metrics and team workload. The position supports client advisers, manages fee schedules and billing, and handles documentation for alternatives, requiring licensing (Series 7/66 and insurance) and a Bachelor’s Degree, with 1+ years of related experience. Strong Excel/PowerPoint skills and multilingual capability (Arabic, French, Turkish, etc.) are preferred to engage with a multicultural client base and JP Morgan Private Bank systems.
Required Qualifications
- Series 7 license
- Series 66 license
- Insurance license or eligibility to obtain within 90 days
- Bachelor’s Degree
- 1+ years of industry-related experience
- Proficiency in PowerPoint and Excel
Desired Qualifications
- Multilingual (Arabic, French, Turkish, etc.)
- Experience with JP Morgan Private Bank systems (Workstation, Connect, DDR/KYC) or ability to learn proprietary software
- Strong interpersonal, organizational, and detail-oriented skills
- Self-starter with excellent follow-up and follow-through
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