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Chase · 1 day ago

International Private Bank- Investment Professional- Associate

1450 Brickell Ave, Miami, FL, 33131, US

Full-time

Onsite

Entry Level

1+ years exp

J.P. Morgan is a leading financial institution offering innovative financial solutions. The Investment Professional in the International Private Bank will support Investors in managing client relationships and work with a team to provide a first-class experience to clients.

BankingFinancial Services

Responsibilities

Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates

Create mandates for discretionary accounts

Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team

Work with Team Leader to monitor Client Advisor loadings

Submit and monitor fee schedules and billing

Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct

Qualification

Series 7 licenseSeries 66 licenseInsurance licenseFinancial markets knowledgeFluent in PortugueseFollow-up skillsInterpersonal skillsOrganizational skillsDetail-oriented

Required

Fluent in Portuguese

Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date

Bachelor's Degree required

One plus years of industry related experience

Exceptional follow-up and follow-through skills