International Private Bank- Associate Investment Specialist- LatAm North
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Job Location:
Monthly Salary:
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
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 objectives
Prepare recommendations of appropriate investment products
Assist with the development of investment policy statements and advice on asset allocation
Build excellent working relationships with internal clients
Support coordination of sales effort with Investors
Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
Required Qualifications Capabilities and Skills
Fluent in English and Spanish
Bachelors degree required
Capital markets or institutional brokerage experience
Ability to multi-task and manage priorities effectively
Excellent communication skills
Strong analytical quantitative and problem-solving skills
Preferred Qualifications Capabilities and Skills
Coachable professional with good business sense and an energetic/dynamic personality
Ability to work both independently and as a team player
Ability to adapt to a rapidly changing business and technology environment
Proficiency with Microsoft Office Suite (Word Excel and PowerPoint) and Internet/Intranet with the ability to learn proprietary software and databases
Required Experience:
IC
Key Skills
- Eclipse
- Apache
- Drafting
- Audio Visual
- AutoCAD Drafting
- ACCA
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
