at Bank of America Merrill Lynch
Bulge Bracket Investment BanksPosted 7 days ago
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**Private Wealth Client Associate**: Serve as key point of contact, managing client relationships and driving portfolio growth. Key responsibilities include portfolio analysis, investment strategy, and client communication. Required skills: CMS (Client Management System) proficiency, excellent communication, strong financial acumen, CIP certification (or willingness to obtain). Candidate should have 2-5 years of relevant experience in wealth management or financial services.
- Compensation
- Not specified
- City
- Not specified
- Country
- United States
Currency: Not specified
