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UHNW Portfolio Associate | Bilingual (English/Spanish)

Leeds Professional Resources, Miami, FL, United States


Leeds Professional Resources is seeking a Portfolio Associate in Miami for managing day-to-day portfolio activities and supporting UHNW clients. The ideal candidate will have a Bachelor's degree, fluency in English and Spanish, and a solid understanding of financial products. In this role, you will execute investment trades, generate performance reports, and serve as the primary contact for client inquiries. This position provides a unique opportunity to work in a dynamic team environment focused on portfolio management.
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