UHNW Portfolio Associate | Bilingual; English/Spanish
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-04-29
Listing for:
Leeds Professional Resources
Full Time
position Listed on 2026-04-29
Job specializations:
-
Language/Bilingual
Job Description & How to Apply Below
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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Position Requirements
10+ Years
work experience
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