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UHNW Portfolio Associate | Bilingual (English/Spanish)

Leeds Professional Resources, Miami, FL, United States


A financial services firm located in Miami seeks a Portfolio Associate to manage portfolio activities and support client relationships. The ideal candidate should possess a Bachelor's degree and be fluent in both English and Spanish. Responsibilities include executing investment trades, generating performance reports, and conducting market research to guide investment decisions. Experience with UHNW clients is advantageous. This role requires strong communication skills and knowledge of financial products. #J-18808-Ljbffr