at J.P. Morgan
Bulge Bracket Investment BanksPosted a month ago
No clicks
The role is for an Investment Specialist in J.P. Morgan's International Private Bank based in Miami, FL, focused on supporting Investors in the LatAm North market. You will help bankers win new clients and deepen relationships by validating investment objectives, preparing recommendations, and assisting with investment policy statements and asset allocation, while coordinating sales efforts and ensuring compliance with firm policies. The position requires fluent English and Spanish, relevant Series 7/66 and insurance licenses (or willingness to obtain them within 90 days), and strong capital markets experience, analytical abilities, and excellent communication skills. The role emphasizes building strong internal client relationships and adapting to a dynamic financial environment.
- Compensation
- Not specified
- City
- Miami
- Country
- United States
Currency: Not specified
Full Job Description
Location: Miami, FL, United States
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgans International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Specialist in the International Private Bank, you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships in the LatAm North Market.
Job Responsibilities
- Support investment reviews with clients to validate the clients' current investment objectivesPrepare recommendations of appropriate investment productsAssist with the development of investment policy statements and advice on asset allocationBuild excellent working relationships with internal clientsSupport coordination of sales effort with InvestorsAdhere to internal and external policies and procedures regarding securities transactions and code of conductRequired Qualifications, Capabilities, and Skills
Fluent in English and Spanish
- Bachelors degree requiredSeries 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start dateCapital markets or institutional brokerage experienceAbility to multi-task and manage priorities effectivelyExcellent communication skillsStrong analytical, quantitative, and problem-solving skills
Preferred Qualifications, Capabilities, and Skills
- Coachable professional with good "business sense" and an energetic/dynamic personalityAbility to work both independently and as a team playerAbility to adapt to a rapidly changing business and technology environmentProficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet with the ability to learn proprietary software and databases
Join a team of dynamic specialists leveraging their investments knowledge to support the advisement of high net worth clients.Apply nowSIMILAR OPPORTUNITIES
No similar opportunities available at the moment.
International Private Bank- Associate Investment Specialist- LatAm North
Compensation
Not specified
City: Miami
Country: United States
ExperiencedNo visa sponsorshipThe role is for an Investment Specialist in J.P. Morgan's International Private Bank based in Miami, FL, focused on supporting Investors in the LatAm North market. You will help bankers win new clients and deepen relationships by validating investment objectives, preparing recommendations, and assisting with investment policy statements and asset allocation, while coordinating sales efforts and ensuring compliance with firm policies. The position requires fluent English and Spanish, relevant Series 7/66 and insurance licenses (or willingness to obtain them within 90 days), and strong capital markets experience, analytical abilities, and excellent communication skills. The role emphasizes building strong internal client relationships and adapting to a dynamic financial environment.
Full Job Description
Location: Miami, FL, United States
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgans International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Specialist in the International Private Bank, you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships in the LatAm North Market.
Job Responsibilities- Support investment reviews with clients to validate the clients' current investment objectivesPrepare recommendations of appropriate investment productsAssist with the development of investment policy statements and advice on asset allocationBuild excellent working relationships with internal clientsSupport coordination of sales effort with InvestorsAdhere to internal and external policies and procedures regarding securities transactions and code of conductRequired Qualifications, Capabilities, and Skills
Fluent in English and Spanish
- Bachelors degree requiredSeries 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start dateCapital markets or institutional brokerage experienceAbility to multi-task and manage priorities effectivelyExcellent communication skillsStrong analytical, quantitative, and problem-solving skills
Preferred Qualifications, Capabilities, and Skills
- Coachable professional with good "business sense" and an energetic/dynamic personalityAbility to work both independently and as a team playerAbility to adapt to a rapidly changing business and technology environmentProficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet with the ability to learn proprietary software and databases
Join a team of dynamic specialists leveraging their investments knowledge to support the advisement of high net worth clients.SIMILAR OPPORTUNITIES
No similar opportunities available at the moment.
CareersApplications
© 2026 Canary Wharfian. All Rights Reserved.
