Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Bank Investment Associate-Client Advisory & Trades

JPMorgan Chase & Co.

JPMorgan Chase & Co. is seeking an Investment Professional in Miami, Florida, to provide essential support to Investors in U.S. Private Bank client relationships. You will execute trades, create mandates for discretionary accounts, and monitor client interactions. The ideal candidate will have a Bachelor’s Degree, required financial licenses, and at least one year of industry experience. Strong analytical skills, organization, and familiarity with financial markets are key for success in this role. #J-18808-Ljbffr JPMorgan Chase & Co.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Bank Investment Associate-Client Advisory & Trades in Miami, FL vacancy
  •  ...provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial...  ...career to the next level. As an Investment Professional in the U.S. Private Bank...  ...Consult on and execute brokerage trades, including: advising the client on... 
    Private

    JPMorgan Chase & Co.

    Miami, FL
    1 day ago
  •  ...Investment Professional We are actively looking for exceptionally talented...  ...provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset...  ...Consult on and execute brokerage trades, including: advising the client on... 
    Private

    Chase

    Miami, FL
    3 days ago
  •  ...Investment Specialist 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 U.S. Private Bank. If you have an entrepreneurial mindset and are... 
    Private
    Work at office

    JPMorgan Chase

    Miami, FL
    1 day ago
  •  ...Investment Specialist 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 U.S. Private Bank. If you have an entrepreneurial mindset and are... 
    Private
    Work at office

    Chase

    Miami, FL
    1 day ago
  •  ...solutions orientated and delivers premier client service, JP Morgan is the place...  ...As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will play a leadership...  ...and today we are a leader in investment banking, consumer and small business... 
    Private
    Work at office

    JPMorgan Chase Bank, N.A.

    Miami, FL
    4 days ago
  • As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client...  ...verbal) in Spanish 3+ years of experience in the investment management industry Preferred qualifications,... 
    Private
    Work at office

    JPMorgan Chase & Co.

    Miami, FL
    5 days ago
  • A leading accounting and advisory firm is seeking a Tax Partner for their Private Client Services practice. The role involves compliance review, client consultations, and business development. Ideal candidates will have 15+ years of tax experience, supervisory skills, and... 
    Private practice

    EisnerAmper

    Miami, FL
    2 days ago
  • Bank of America is seeking a qualified individual for a role focused on expanding client relationships and managing complex credit opportunities. Responsibilities include driving...  ...relationship management and client advisory services in Miami, Florida. #J-18808-Ljbffr... 
    Full time

    Bank of America

    Miami, FL
    5 days ago
  • Job Duties Associate, Client Relationship Management with...  ...Work closely with private wealth advisors and...  ...digital capabilities and banking services. Identify...  ...for wealth advisory services for clients...  ...process, and reconcile trading and other investment‑related... 
    Private

    The Goldman Sachs Group

    Miami, FL
    3 days ago
  • Truist is hiring for a role focused on client sales and service in Key Biscayne, Florida. The position requires at least 2 years of related experience and strong interpersonal communication skills. Responsibilities include handling client requests, sales targets, and conducting... 

    Truist

    Key Biscayne, FL
    3 days ago
  • JPMorgan Chase is looking for a Private Client Investment Associate in Miami, Florida, who will support Advisors by providing client service and operational...  ...Key responsibilities include managing account openings, trades, and fostering client relationships. Applicants must... 

    JPMorgan Chase

    Miami, FL
    5 days ago
  •  ...Management - Miami - Associate, Client Relationship...  ...Work closely with private wealth advisors and...  ...digital capabilities and banking services. Identify...  ...opportunities for wealth advisory services for...  ...process, and reconcile trading and other investment-related... 
    Private
    Full time
    Temporary work

    Goldman Sachs Bank AG

    Miami, FL
    1 day ago
  • A global leader in tax services seeks an experienced Tax Manager focusing on international tax for private companies. This role involves providing technical tax advice, managing a skilled team, and dealing with complex domestic and international tax issues. Candidates must... 
    Private
    Flexible hours

    Ernst & Young Oman

    Miami, FL
    2 days ago
  • A leading global financial services firm is seeking a Private Banker for its Latin America Private Bank in Miami, FL. The role involves advising ultra-high net worth clients on wealth management, building strong client relationships, and generating new business. Candidates... 
    Private

    JPMorgan Chase & Co.

    Miami, FL
    2 days ago
  • A leading financial services firm is seeking a Private Banker in Miami, FL to provide exceptional client experiences while advising families on managing their wealth. The ideal candidate will have over six years of experience in financial services, proven sales success,... 
    Private

    JPMorgan Chase & Co.

    Miami, FL
    5 days ago
  • $250k

    Healthcare Investment Banking Analyst / Associate - Career Launch AI Talent Network Location...  ...on the Career Launch AI private job board — high-paying,...  ...raising, and strategic advisory in the healthcare and life...  ...closely with senior bankers, clients, and cross-functional... 
    Private
    Full time

    TEEMA Solutions Group

    Miami, FL
    5 days ago
  •  ...originating and developing new client relationships. The...  ...Advise clients on investment solutions within an...  ...internal investment and advisory teams while retaining...  ...Client scope HNW and UHNW private clients and families...  ...experience in Private Banking or EAM, with a proven... 
    Private
    Work at office
    Flexible hours

    Galapagos Capital

    Miami, FL
    1 day ago
  • $260k - $285k

     ...Summary The Senior Director, Enterprise Risk Advisory, leads strategic risk and insurance...  .... The role exists because most large clients do not have a risk financing problem; they...  ...IPO readiness, M&A integration, public-to-private transitions, geographic expansion, and... 
    Private
    Temporary work
    For subcontractor
    Local area
    Flexible hours

    Willis Towers Watson

    Miami, FL
    4 days ago
  • $127.5k - $220k

     ...Senior Advisor AIS. This role involves providing trading execution and active advisory services to professional clients. The ideal candidate will have 7-10 years of...  ...salary range for this position is between $127,500 and $220,000. #J-18808-Ljbffr Santander Bank, N.A.

    Santander Bank, N.A.

    Miami, FL
    3 days ago
  •  ...enthusiasm for helping our clients, taking care of our...  .... Using a broad investment product and thought...  ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth...  ...movement and investment trades Aid the Advisors by...  ...BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS... 

    JPMorgan Chase

    Miami, FL
    5 days ago
  • $120.4k - $220.7k

     ...Purchase Agreement (SPA) Advisory – Director EY-...  ...partner with CEOs, Boards, Private Equity and Governments every...  ...expert support to clients together with their investment banks, lawyers, and deal teams...  ...negotiations of M&A pricing and associated transaction documents.... 
    Private
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    Ernst & Young Oman

    Miami, FL
    1 day ago
  •  ...is responsible for expanding client relationships by identifying...  ...needs and the full array of Private Bank's capabilities, establishing...  ...: general understanding of investments, trust and wealth transfer...  ...Management Client Solutions Advisory Loan Structuring Relationship... 
    Private
    Shift work
    Day shift

    Bank of America

    Miami, FL
    5 days ago
  • Overview At Bank of America, we are guided by a common...  ...delivering for our clients, teammates,...  ...Skills 12+ years of private banking or complex financial...  ...client segment ($3MM++ investable assets) Present to clients...  ...Client Solutions Advisory Prospecting Wealth Planning... 
    Private
    Work at office
    Shift work
    Day shift

    Bank of America

    Miami, FL
    5 days ago
  • $95.5k - $195.4k

     ...Private Client Service Tax Manager Your journey at Crowe starts here...  ...That's why we continuously invest in innovative ideas, such as...  ...applicable geographic differential associated with the location at which...  ...reach their goals with tax, advisory, risk and performance... 
    Private
    Work at office
    Local area
    Worldwide

    Crowe

    Miami, FL
    1 day ago
  • $105.56k - $247.9k

     ...Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create...  ...practice supports M&A activities of our Private Equity clients and strategic...  ...limited to the role, function and associated responsibilities, a candidate's... 
    Private
    Work experience placement
    Local area
    Remote work

    Cherry Bekaert

    Coral Gables, FL
    3 days ago
  • $130.6k - $298.7k

     ...strategic planning, providing clients with an integrated service...  ...s comprehensive business tax advisory strategy. With the support of...  ...clients in various public and private industries and sectors Interface...  ...guidance and direction to associates on engagements Work directly... 
    Private
    Work experience placement
    Summer holiday
    Flexible hours
    Shift work

    Ernst & Young Oman

    Miami, FL
    4 days ago
  • JPMorgan Chase & Co. is seeking a Private Bank Analyst to support the Private Banking team covering ultra-high net worth clients in the LATAM market. This position offers a unique...  ...candidates for potential promotion to Associate based on performance. The successful candidate... 
    Private

    JPMorgan Chase & Co.

    Miami, FL
    5 days ago
  • Job Description: At Bank of America, we are guided...  ...delivering for our clients, teammates, communities...  ...to the full array of Private Bank and the bank's capabilities...  ...segment ($3MM++ investable assets) * Present to...  ...Management Client Solutions Advisory Prospecting Wealth... 
    Private
    Work at office
    Shift work
    Day shift

    Bank of America

    Miami, FL
    1 day ago
  • $240k - $375k

     ...Job Description Job Description Investment Funds Associate Attorney Miami, Boca Raton, or Palm...  ...attorney looking to work on sophisticated private investment fund matters within a...  ...sponsors, investors, and private capital clients. The firm is seeking a motivated... 
    Private

    Aligned Talent Acquisition

    Miami, FL
    3 days ago
  • $250k

     ...multiple a team of junior investment advisors. This role...  ...supervision to expand client relationships, capture...  ..., client-centric advisory team. Key Responsibilities...  ...of compliance issues, trade exceptions, and...  ...in wealth management, private banking, or financial advisory... 
    Private
    Full time

    Citigroup Inc.

    Miami, FL
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Bank Investment Associate-Client Advisory & Trades. Be the first to apply!