International Private Bank Investment Specialist

Testing Site - JPMC; Miami (FL); On-site; USD 90,000 - 125,000; Full time

Job summary

J.P. Morgan International Private Bank is seeking exceptionally talented Investment Specialists to support Investors in all facets of their daily business and help Bankers win new clients while strengthening existing relationships in the LatAm North Market.

You will provide support across investment reviews, policy statements, asset allocation, and coordination of sales efforts with Investors, while adhering to applicable policies and codes of conduct.

Qualifications

• Bachelor's degree required.
• Series 7, 66 and Insurance licenses required; licenses must be obtained within 90 days of start date.
• Capital markets or institutional brokerage experience.
• Ability to multi-task and manage priorities effectively.
• Excellent communication skills.
• Strong analytical, quantitative, and problem-solving skills.

Responsibilities

• Support investment reviews with clients to validate the clients' current investment objectives.
• Prepare recommendations of appropriate investment products.
• Assist with the development of investment policy statements and advice on asset allocation.
• Build excellent working relationships with internal clients.
• Support coordination of sales effort with Investors.
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct.

Skills

Fluent in English

Fluent in Spanish

Strong communication skills

Analytical and problem-solving

Multi-tasking and prioritization

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

J.P. Morgan International Private Bank is seeking exceptionally talented Investment Specialists to support Investors in all facets of their daily business and help Bankers win new clients while strengthening existing relationships in the LatAm North Market.

You will provide support across investment reviews, policy statements, asset allocation, and coordination of sales efforts with Investors, while adhering to applicable policies and codes of conduct.