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

Lead Investment Specialist - Private Banking (LATAM South)

Aumni

JPMorgan Chase & Co. is seeking an Investment Specialist for the LATAM South market to help Bankers win new clients and deepen relationships through investment advisement. You will work with colleagues across markets to advance client outcomes and provide guidance on investment solutions. The role requires fluent Spanish and English, along with Series 7/66 and insurance licenses. A minimum of seven years in Private Banking or financial services, plus wealth management knowledge, is essential. #J-18808-Ljbffr Aumni

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Lead Investment Specialist - Private Banking (LATAM South) in Miami, FL vacancy
  •  ....P. Morgan's International Private Bank. If you have an entrepreneurial...  ...will use your knowledge of investments, financial planning, credit...  ...that has the resources, specialists and intellectual capital to...  ...and families in the LATAM South Market • Series 7, 66 licenses... 
    Private
    Temporary work
    Work experience placement
    Local area

    Testing Site - JPMC

    Miami, FL
    3 days ago
  •  ...within J.P. Morgan’s International Private Bank. If you have an entrepreneurial...  ...career to the next level. As an Investment Specialist within the LATAM South market, you are responsible for helping...  ...Management delivers industry-leading investment management and private... 
    Private

    Aumni

    Miami, FL
    2 days ago
  •  ...Redstone Banking Search focus on offering 3...  ...competitive coverage of Private Banks, Boutiques,...  ...Fund Managers and Investment Houses; Redstone...  ...working with a leading international wealth...  ...investment specialists to deliver tailored...  ...reports to the Head US South East & Central... 
    Private

    Redstone Search Group

    Miami, FL
    8 days ago
  • $150k - $185k

     ...Funding is an institutional-quality private credit firm headquartered in...  ...Backed by deep institutional banking and credit expertise, Libertas...  .... This role is based in South Florida with specific coverage...  ...Playbook. Establish Libertas as a leading private credit provider in the... 
    Private
    Full time
    Local area
    Visa sponsorship
    Work visa

    Libertas Funding

    Miami, FL
    2 days ago
  • The Digital Concierge Specialist is the primary point of contact for...  ...online related needs of our Private Banking clients, advisors, and client...  ...written and verbally) In Spanish Lead and participate in client...  ...Specialistandwork closely with the LatAm & GFG Management team.... 
    Private

    Testing Site - JPMC

    Miami, FL
    3 days ago
  •  ...Job Description A boutique private wealth management firm located on Brickell Avenue in Miami is seeking a detail-oriented and bilingual Banking/Financial Associate to join its team. The firm provides personalized financial services to a sophisticated clientele,... 
    Private
    Work at office

    Leeds Professional Resources

    Miami, FL
    5 days ago
  • $150k - $250k

     ...The Private Banker Sr. Lead is a strategic professional who closely follows latest trends in own field...  ...-term connections to the Citi Private Bank. Effectively manage client...  ...Help clients achieve broad financial/investment goals related to the creation and management... 
    Private
    Full time

    Citigroup

    Miami, FL
    22 hours ago
  •  ...career. It is the third largest privately owned bank in Chile and it has more...  ...Client Group (PCG) Bankers leads the PCG Bankers team of high...  ...international bank of Chile and LATAM with presence in the USA....  ...is a dual hat -banking and investments- with extensive knowledge and... 
    Private

    Banco de Credito e Inversiones

    Miami, FL
    23 days ago
  • JPMorgan Chase & Co. in the U.S. Private Bank seeks a seasoned Private Banker to advise families on wealth, balance sheets, and goals-based...  ...and leverage an institutional platform to deliver tailored investment, credit, and banking solutions. The role emphasizes client... 
    Private
    Local area

    JPMorgan Chase & Co.

    Miami, FL
    3 days ago
  • # Investment AnalystReformation PartnersAnalystVenture CapitalOn-siteDate PostedMay 30, 2...  ...1-2 years of experience in investment banking, private equity, consulting, or a high-growth technology...  ...Partners commitment to building the South Florida technology and innovation... 
    Private

    InforCapital, partnership

    Miami, FL
    3 days ago
  •  ...experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset...  ...preparation to facilitate subsequent investments Monitor client accounts and provide...  ...with Operations and Client Service Specialist teams Monitor exceptions and work with... 
    Private

    Testing Site - JPMC

    Miami, FL
    3 days ago
  •  ...Client Service Associate Join J.P. Morgan's Latin America Private Bank and become part of a collaborative team dedicated to delivering...  ...and verbal) in Portuguese ~3+ years of experience in the investment management industry Preferred qualifications, capabilities... 
    Private
    Work at office

    Chase

    Miami, FL
    5 days ago
  • JPMorgan Chase & Co. in Miami is seeking a Program Banker Analyst to join our International Private Bank. You will collaborate with bankers, investment specialists, and estate experts to attract new clients and serve existing ones. The two-year program offers potential... 
    Private

    JPMorgan Chase & Co.

    Miami, FL
    6 days ago
  •  ...Head of Private Client Group Bankers About the Company Prominent banking institution Industry Banking Type Privately Held Founded 1937 Employees...  ...a Head of Private Client Group Bankers to lead a team of high-value licensed bankers and financial... 
    Private

    Confidential

    Miami, FL
    6 days ago
  •  ...Middle East and Africa Branch International Private Bank- Private Banker- Executive Director Vice...  ..., Executive Planning Consultant - South Atlantic Market Vice President, Executive...  ...Planning Consultant - Washington International Investment Counselor (US Based) - UK Clients Citi... 
    Private
    Work at office

    Northwestern Mutual - The South Florida Group

    Miami, FL
    3 days ago
  •  ...sheet, including asset allocation, investment management, wealth planning, credit and banking needsEnsure that proposed...  ...plus years of work experience in Private Banking or Financial ServicesBachelor...  ...Horizon Corporation is a leading regional financial services company... 
    Private
    Temporary work
    Work experience placement

    First Horizon National Corporation

    Miami, FL
    2 hours ago
  • Testing Site - JPMC seeks a Digital Concierge Specialist to be the primary contact for online needs of Private Banking clients and advisors. You will support high/ultra-high net worth clients with the online experience and deliver digital training to advisors and client... 
    Private

    Testing Site - JPMC

    Miami, FL
    3 days ago
  • A leading financial institution is seeking an experienced professional to manage client processes and drive new business development. The ideal candidate will have 12+ years in private banking or complex financial services, demonstrating exceptional interpersonal skills... 
    Private

    Bank of America Corporation

    Miami, FL
    6 days ago
  •  ...to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset...  ...team with our bankers, global investment specialists, capital advisors, and trust and estate...  ...Wealth Management delivers industry-leading investment management and private banking... 
    Private
    Work experience placement

    Chase

    Miami, FL
    4 days ago
  •  ...Financial Specialist A Financial Specialist should demonstrate...  .... Assist clients with their banking transactions such as deposits...  ...specialty areas such as Trust, Investments, Insurance, Treasury...  ...partners including mortgage, private wealth management and merchant... 
    Private
    Work at office

    Synovus Financial

    Miami, FL
    2 days ago
  •  ...business of commercial banking. You'll nurture...  .... Financial planning, investments, insurance, credit, market...  ...Market Lending in the South Florida market concentrating...  ...Corporation is a leading regional financial services...  ...offer commercial, private banking, consumer, small... 
    Private
    Full time

    First Horizon Bank

    Coral Gables, FL
    a month ago
  •  ...Associate Join J.P. Morgan's Latin America Private Bank and become part of a collaborative team...  ...200 years and today we are a leader in investment banking, consumer and small business...  ...& Wealth Management delivers industry-leading investment management and private... 
    Private
    Work at office

    Chase

    Miami, FL
    1 day ago
  •  ...Private Banking Support Role To support the sales and relationship management responsibilities of private bankers by providing superior...  ...interaction with clients, bankers, investors, product specialists, operations areas, and other staff in a timely and professional... 
    Private

    Itau

    Miami, FL
    3 days ago
  •  ...manage high net worth individuals with broad investment strategies and goals, striving to create...  ...clients needs. We work with over 20 banks located around the world, giving our...  ...Conduct deep due diligence on hedge funds, private securities, and alternative investments... 
    Private
    Work at office

    Octogone Group

    Miami, FL
    4 days ago
  •  ...Us: We're a fast-growing, privately held insurance company on a path to become a leading U.S. retail platform. We believe...  ...closely with the Chief Investment Officer ("CIO"), overseeing the...  ...management, accounting, investment banking; or equivalent combination of education... 
    Private
    Work at office
    Remote work
    Flexible hours

    Prosperity

    Miami, FL
    5 days ago
  •  ...the BBVA Group, is an SEC-registered investment adviser committed to providing exceptional...  ...interested in developing a career in Private Banking and Wealth Advisory. Working...  ...internal partners including investment specialists, and operations staff to support client... 
    Private
    Work at office

    BBVA Global Wealth Advisors

    Miami, FL
    3 days ago
  •  ...Private Banker Private Bankers at Citi develop and...  ...quality Private Bank client relationships (...  ...in core product areas: investment management, capital markets...  ...Prospecting generate leads and develop prospects,...  ...Orchestrate appropriate specialist resources to develop... 
    Private

    Citigroup

    Miami, FL
    3 days ago
  • $76.88k

     ...US Private Bank - Sr Private Banker - Miami, FL Santander is a global...  ...and delivering customized investment, banking, lending, and...  ...Investment Advisors and product specialists to deepen existing relationships...  ...of clients covering Miami / South Florida Consistently... 
    Private
    Hourly pay
    Full time
    Contract work
    Shift work

    Santander

    Miami, FL
    3 days ago
  •  ...of Europe’s oldest and most successful banking groups since its founding in 1881. Sabadell...  ...companies in the American market, and Private Banking services primarily to Latin American...  ...of call reports, visit reports, KYCs, investment profile updates, credit proposals, and... 
    Private
    Full time
    Work at office

    Sabadellbank

    Miami, FL
    3 days ago
  • $200k

     ...United StatesSalary: $200,000.00 - $500,000.00Category: Private Client Product ServicesCompany: CitiThe Investment Counselor Principal is a strategic professional who...  ...and strategies for the area. Citi Private Bank’s objective is to further enhance its ability to build... 
    Private
    Full time
    Local area

    Citigroup

    Miami, FL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Lead Investment Specialist - Private Banking (LATAM South). Be the first to apply!