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JPMorgan Chase1 month ago

IPB - Investment Professional - LATAM North

On-site · Miami, Florida, United States

Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Financial Services

Job Summary

Investment Professional in the International Private Bank who will execute brokerage trades, create mandates for discretionary accounts, monitor risk metrics and client loadings, submit and monitor fee schedules and billing, and manage Alternatives documents. Requires Series 7, Series 66 and Insurance licenses (candidates may be unlicensed but must obtain licenses within 90 days), a Bachelor’s Degree, fluency in English and Spanish, 1+ year of industry experience, and proficiency with PowerPoint and Excel. Role supports collaboration with Investors and Client Advisors within JP Morgan’s International Private Bank in Miami, FL.

Required Qualifications

  • Series 7 license
  • Series 66 license
  • Insurance licenses
  • Bachelor’s Degree
  • Fluent in English and Spanish
  • One plus years of industry related experience
  • PowerPoint and Excel expertise
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JPMorgan Chase

IPB - Investment Professional - LATAM North

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