IPB - Investment Professional - LATAM North
On-site · Miami, Florida, United States
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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