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Private Wealth Client Associate

ExperiencedNo visa sponsorship
Bank of America Merrill Lynch logo

at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 2 days ago

No clicks

**Private Wealth Client Associate**: Assist high-net-worth clients, managing portfolios, conducting analysis, and recommending investment strategies. Must have 3+ years in wealth management, proficient in Bloomberg, FactSet, and Microsoft Office Suite. CCM or CFA candidacy preferred. Requires strong client relationship skills and proficiency in portfolio management tools.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
United States

Full Job Description

Private Wealth Client Associate

Compensation

Not specified

City: Not specified

Country: United States

Bank of America Merrill Lynch logo
Bulge Bracket Investment Banks

2 days ago

No clicks

at Bank of America Merrill Lynch

ExperiencedNo visa sponsorship

**Private Wealth Client Associate**: Assist high-net-worth clients, managing portfolios, conducting analysis, and recommending investment strategies. Must have 3+ years in wealth management, proficient in Bloomberg, FactSet, and Microsoft Office Suite. CCM or CFA candidacy preferred. Requires strong client relationship skills and proficiency in portfolio management tools.

Full Job Description