IPB- Investment Professional- LATAM Brazil
JPMorgan Chase & Co.
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 the 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 Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Fluent in English and Portuguese Bachelor’s Degree required One plus years of industry related experience Exceptional follow‑up and follow‑through skills PowerPoint and Excel expertise 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 #J-18808-Ljbffr JPMorgan Chase & Co.
- JPMorgan Chase & Co. is seeking an Investment Professional in Miami to support client relationships within the International Private Bank. You will execute trades, manage documents, and coordinate with colleagues to ensure exceptional service. The ideal candidate has a...Suggested
- ...level. As a Private Banker on the LATAM Brazil team in the International Private Bank... ...wealth. You will use your knowledge of investments, financial planning, credit and... ...through our global network of investment professionals. Wealth Management helps individuals,...SuggestedTemporary workWork experience placementLocal area
- JPMorgan Chase & Co. in Miami is seeking an Investment Professional for their International Private Bank. This role involves providing integral daily support to investors and managing client relationships while ensuring awareness of confidential matters. Applicants must...Suggested
- ...Banking High Net Worth Relationship Manager - LATAM Location: Miami, FL, US, 33131... ...target market clients focused on investment AUM, lending, and Advisory services collaborating... ..., you will have access to tailored professional development opportunities to ensure you...Suggested
$112.5k
...strategic shift. It’s a chance for driven professionals to grow, learn, and make a real... ...providing our clients with competitive investment opportunities available in the market,... ...strong partnership with our local bank in Brazil to provide a truly global perspective....SuggestedHourly payFull timeContract workLocal areaShift work- ...financial operations at new venues in our LATAM market and other financial reporting... ...Prepare variance analysis on capital investment projects to identify key deviations and... ...Accounting or Finance ~ Bilingual in professional English/Spanish required, working professional...Local areaWorldwideFlexible hours
- ...Banking High Net Worth Relationship Manager - LATAM Brand: HSBC Area of Interest: Private... ...target market clients focused on investment AUM, lending, and Advisory services collaborating... ..., you will have access to tailored professional development opportunities to ensure you...
$90.08k - $135.12k
...Banker SAFE Act, Assistant Vice President - LATAM MarketApplylocations: Miami Florida... ...Banker SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge... ...acquire new target clients, with a focus on Investments* Assist the Banker with prospecting -...Full time$115.92k
Job Description Job Description Financial Professional Are you a leader who has the following traits? Competitive Entrepreneurial Coachable... ...leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as...Contract work- ...View Vacancy - Trade & Investment Officer, Financial and Professional Services The British Government is an inclusive and diversity-friendly employer. We value difference, promote equality and challenge discrimination, enhancing our organisational capability. We...Permanent employmentFull timeSelf employmentWork at officeLocal areaWork from homeOverseasVisa sponsorshipWork visaMonday to FridayFlexible hours
- The Professional Accountant II is responsible for supporting the financial integrity and compliance of the FIU Foundation. This position... ...reports, journal entries, balance sheet reconciliations, investment accounting, month-end tasks, and year-end tasks. Responsible...Interim role
- ...new clients, and managing existing client relationships. The successful candidate will have 5-8 years of experience, knowledge of investments, and be bilingual in Spanish and English. A Bachelor's degree is required, with relevant certifications preferred. Competitive...
- ...management strategies for ultra-high net worth clients, primarily from Argentina and Uruguay. This role involves advising clients on investment opportunities, creating comprehensive wealth management plans, and developing new business opportunities. A Master's or Bachelor'...
- ...Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new...Temporary workWork experience placementLocal area
- BBVA Global Wealth Advisors is looking for a detail-oriented Compliance Manager in Miami, Florida. The successful candidate will partner with the Deputy CCO to enhance the SEC compliance program, leveraging substantial RIA compliance experience while providing guidance ...
- ...Employee Resource Groups and Programs offered include the Young Professionals Group, Women at Wade Trim, Diversity, Equity and Inclusion,... ...Trim is committed to maximizing the value of infrastructure investments. We've been solving complex engineering challenges for a century...Temporary workWork experience placementWork at officeRemote workWork from homeFlexible hours2 days per week
$135k
...strategic shift. It's a chance for driven professionals to grow, learn, and make a real... ..., lending solutions, and international investment products. Set advisor and regional sales... ...opportunities in global HNW markets (e.g., LATAM, EMEA, APAC, global families, expats)....Hourly payContract workWork experience placementWork at officeShift work- Santander Consumer USA Inc. is seeking an experienced professional to handle Direct investments and secondary market operations. The role requires designing frameworks for investments, managing due diligence, and structuring transactions while ensuring compliance with regulatory...
$150k
...Support Governance: Provide fiduciary and governance support to investment committees and boards. Travel: Be prepared to travel as... ...: Exceptional oral and written communication skills, high professionalism, and the ability to work independently. Licenses: Series...Temporary workWork at officeLocal areaFlexible hours- ...Financial Professional Opportunity Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution... ...will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified...
$1,000 per month
...will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here,... ...tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Senior Latam Financial Advisors Our client is looking for select Senior Latam Financial Advisors and teams to join our team. The... ...and guidance to clients Manage client portfolios and execute investment strategies Identify and pursue new business opportunities...
- ...ultra-high net worth (UHNW) Latin American (LATAM) clients' unique objectives, ensuring alignment with their long‑term investment goals and family wealth structures, while... ...with Argentinean, Chilean, and Uruguayan professional centers of influence, such as Argentinean,...Full time
- ...Rewards include: Medical, Dental, Vision, Life Insurance, Disability Insurance, 401(k) Savings Plan, Employee Stock Purchase Plan, Professional Development Program, Paid Time Off and Paid Sick Time (in geographies where legally required). At RGP, we're creating a...
- ...emerging fund managers , helping them evaluate deals, refine their investment thesis, and make better decisions—while gaining access to... ...or former angel investors, VCs, or fund managers Finance professionals with strong investment judgment Operators who’ve transitioned...Full timeFor contractorsRemote workFlexible hours
$50k
...proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial... ...credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone...Work at officeWork from homeHome officeFlexible hours- ...category in the 90's. We are looking for a more-than-monetary investment partner with an extensive network and connections in the... ...financial input Ability and desire to leverage your professional network and resources to build a top-performing company and brand...Immediate start
- ...in the software field ~ Compelling subject matter expertise in one or more of the following: vertical software, online retail, professional services, tech-enabled services, and payments ~ Experience in leading and mentoring junior staff ~ Relationships with...
- ...& defined benefit business, is currently seeking a Financial Professional to join our team in the greater Miami area to work plan sponsor... ...be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified...
$90k - $100k
...income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit... ...Miami or New York Key Relationships PIMCO Investment Professionals including other members of the Account Management Group,...InternshipFlexible hoursShift work
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