International Private Bank- Investment Professional- Associate jobs in United States
cer-icon
Apply on Employer Site
company-logo

Chase · 2 weeks ago

International Private Bank- Investment Professional- Associate

position1450 Brickell Ave, Miami, FL, 33131, US
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

J.P. Morgan is a leading financial institution providing innovative financial solutions to clients. As an Investment Professional in the International Private Bank, you will support Investors in managing client relationships and work with a team to ensure the confidentiality of Private Banking 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 licenseFluent in PortugueseBachelor’s DegreeFinancial markets knowledgeExceptional follow-up skillsOrganizedInterpersonal skillsSelf-starterDetail-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

Preferred

Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
Experience and interest in financial markets and concepts
Excellent interpersonal skills
Self-starter, extremely organized and detail-oriented with strong commitment to accuracy

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

Chase

twittertwittertwitter
Glassdoor3.9
company-logo
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.chase.com/

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
linkedin
leader-logo
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
linkedin

Recent News

Android Headlines
Xfinity Tops the List of Most Frustrating Companies, Shocking Absolutely No One
2026-01-24
AL.com
Bank opens Mountain Brook location as company continues Alabama expansion
2026-01-22
Small Business Trends
Chase to Take Over Apple Card Issuance in Major Partnership Shift
2026-01-18
Company data provided by crunchbase