International Private Bank- Investment Professional- Associate
at J.P. Morgan
Posted 17 days ago
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The Investment Professional will support client relationship management within J.P. Morgan’s International Private Bank, working with a team to advise on and execute brokerage trades and manage discretionary mandates. Responsibilities include trade execution and reconciliation, monitoring risk metrics and client advisor loadings, handling fee schedules and alternative investments documentation. The role requires strong attention to detail, exceptional follow-through, and collaboration with colleagues across markets and functions to deliver a high-quality client experience. Fluent Portuguese and relevant securities/insurance licenses are required or must be obtained shortly after hire.
- 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. Morgan’s 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 Professional in the International Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
Job 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
Required Qualifications, Capabilities, and Skills
- 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 Qualifications, Capabilities, and Skills
- 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
