IPB- Investment Professional- LATAM Brazil
Not Disclosed•Full-TimeOn-site
location_on15811, Fisher Island Drive, Miami Beach, Miami-Dade County, Florida, 33109, United States
About the Team
J.P. Morgan's International Private Bank is dedicated to delivering a first-class experience to its clients. We seek exceptionally talented individuals who are collaborative, confident, and motivated to provide outstanding service. Our team consists of talented colleagues from various markets, businesses, and functions, creating an environment where you can constantly challenge yourself and take your career to the next level with an entrepreneurial mindset.
Work location
Work model: On-site
15811, Fisher Island Drive, Miami Beach, Miami-Dade County, Florida, 33109, United States
Miami Beach, Florida
Key Responsibilities
- check_circleCreate mandates for discretionary accounts
- check_circleMonitor exceptions and conduct scenario-based analysis with Client Advisors
- check_circleConsult on and execute brokerage trades including advising clients and placing orders
- check_circleMonitor risk metrics and client advisor loadings with Team Leaders
- check_circleManage alternatives documents including submission and client corrections
Similar Job Opportunities
Skills, education and keywords
Skills: Series 7, Series 66, Insurance Licenses, English, Portuguese, Powerpoint, Excel, Workstation, Connect, Ddr/kyc.
Education: Bachelor's Degree required.
Frequently asked questions about IPB- Investment Professional- LATAM Brazil at JPMorganChase
What does a IPB- Investment Professional- LATAM Brazil at JPMorganChase do?expand_more
In this IPB- Investment Professional- LATAM Brazil at JPMorganChase role, you will create mandates for discretionary accounts; monitor exceptions and conduct scenario-based analysis with client advisors; consult on and execute brokerage trades including advising clients and placing orders; and monitor risk metrics and client advisor loadings with team leaders.
What are the requirements for this IPB- Investment Professional- LATAM Brazil role?expand_more
To qualify for the IPB- Investment Professional- LATAM Brazil at JPMorganChase position, applicants should have: Series 7, 66 and Insurance licenses required; Fluent in English and Portuguese; Bachelor's Degree required; One plus years of industry related experience; PowerPoint and Excel expertise; and Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC.
Where is the IPB- Investment Professional- LATAM Brazil role at JPMorganChase located?expand_more
IPB- Investment Professional- LATAM Brazil at JPMorganChase is based in 15811, Fisher Island Drive, Miami Beach, Miami-Dade County, Florida, 33109, United States. This is a on-site role.