U.s. Private Bank – Investment Professional – Analyst
By JPMorgan Chase & Co At , Greenwich, 06830 $76,000 - $100,000 a year
Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
1-2 years of industry related experience
Exceptional follow-up and follow-through skills
Experience and interest in financial markets and concepts
Create mandates for discretionary accounts
Work with Team Leader to monitor Client Advisor loadings.
Wealth Management - Latin America Private Bank - Investment Professional - Latam South - Miami, Fl
By JPMorgan Chase & Co At , Miami, 33131
Minimum 3 years of experience in a wealth management / private bank
Manage road show schedules, manage sales management priorities and track follow up. Create Investment Mandates.
Excellent interpersonal skills, both written and oral
Ability to multi-task and manage priorities effectively
Good judgment and problem solving skills
Analysis/interpretation of client data, assist in development of client presentations, work with Team Leader to monitor Investor loadings.
U.s. Private Bank - Program Analyst Banker
By JPMorgan Chase Bank, N.A. At , Summit, Nj $100,000 - $110,000 a year
Demonstrated aptitude for sales and client relationship management
Research client inquiries and manage follow up communication and materials
No more than two years of work experience following completion of undergraduate program
Superior multi-tasking and organizational skills
Excellent communication skills and poise giving presentations
Help devise customized financial strategies for existing and prospective clients
Citi Private Bank - Latam - Junior Banker
By Citi At , Miami, Fl $175,000 - $250,000 a year
Help clients achieve broad financial/investment goals related to the creation and management of wealth.
Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
Align complementary experiences and skill sets of team members to maximize client effectiveness.
Effectively manage client expectations regarding what can and cannot be executed on their behalf.
Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
Ensure compliance on regulatory requirements and minimizes any potential liability for Citi.

Are you looking for an exciting opportunity to work in the Latin events space? We are looking for a Private Bank Latin Events Analyst to join our team and help us analyze and interpret Latin events data. You will be responsible for providing insights and analysis to help us make informed decisions. If you have a passion for Latin events and a keen eye for detail, this could be the perfect job for you!

Overview:

A Private Bank Latin Events Analyst is responsible for providing analysis and support for Latin American events, such as conferences, seminars, and other events. The analyst will work closely with the Private Bank’s Latin American team to ensure that events are successful and that all necessary information is collected and analyzed.

Detailed Job Description:

The Private Bank Latin Events Analyst is responsible for providing analysis and support for Latin American events. This includes researching and analyzing event data, preparing reports, and providing recommendations to the Private Bank’s Latin American team. The analyst will also be responsible for coordinating with vendors, managing event budgets, and ensuring that all necessary information is collected and analyzed. The analyst will also be responsible for providing support to the Private Bank’s Latin American team in the planning and execution of events.

What is Private Bank Latin Events Analyst Job Skills Required?

• Strong analytical and problem-solving skills
• Excellent organizational and communication skills
• Ability to work independently and in a team environment
• Proficiency in Microsoft Office Suite
• Knowledge of Latin American culture and customs
• Knowledge of event planning and management

What is Private Bank Latin Events Analyst Job Qualifications?

• Bachelor’s degree in Business, Economics, or a related field
• At least 3 years of experience in event planning and management
• Fluency in Spanish and English
• Knowledge of Latin American markets and economies

What is Private Bank Latin Events Analyst Job Knowledge?

• Knowledge of Latin American markets and economies
• Knowledge of event planning and management
• Knowledge of Latin American culture and customs

What is Private Bank Latin Events Analyst Job Experience?

• At least 3 years of experience in event planning and management
• Experience working with vendors and managing event budgets
• Experience in data analysis and report preparation

What is Private Bank Latin Events Analyst Job Responsibilities?

• Research and analyze event data
• Prepare reports and provide recommendations
• Coordinate with vendors and manage event budgets
• Provide support to the Private Bank’s Latin American team in the planning and execution of events
• Ensure that all necessary information is collected and analyzed