IPB - Associate Banker - LATAM Mexico

What you’d do

Support client advisors with KYC documentation, account opening, and client account monitoring. Handle daily account administration and coordinate with various teams. Prepare investment reviews and generate ideas to grow client relationships. Full-time role. Found on the employer's careers page on Oct 23, 2026. Apply through the link.

You’ll need

• Bachelor's Degree
• 3+ years industry experience
• Series 7, 66 and Insurance licenses or must obtain in 90 days
• Fluent in English and Spanish
• Exceptional follow-up and follow-through skills