JPMorgan Wealth Management - Latin America Private 

United States, Florida, Miami 

109484602

As an Investment Specialist within J.P. Morgan’s Latin America Private Bank, you will be providing support to Investors in all aspects of their daily business routine. Your main goal will be to assist Bankers in acquiring new clients and deepening existing client relationships. You will have the opportunity to work with a team of talented colleagues from various markets, businesses, and functions, providing you with the chance to elevate your career to the next level.

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

• Bachelor’s degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Capital markets or institutional brokerage experience
• Ability to multi-task and manage priorities effectively
• Excellent communication skills
• Strong analytical, quantitative, and problem-solving skills
• Fluent in Spanish

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