at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 7 days ago

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**Private Wealth Client Associate** supports high-net-worth clients, managing relationships and financial portfolios. Key responsibilities include client onboarding, portfolio analysis, and transaction processing. Required skills: proficient in Client Relationship Management (CRM) systems, fluent in wealth management software, and strong financial acumen. Five years of experience in wealth management or relevant field expected. Must be adept at relationship building and superb communication skills.

Compensation

Not specified USD

Currency: $ (USD)

City

Not specified

Country

United States