at Bank of America Merrill Lynch
Bulge Bracket Investment BanksPosted 6 days ago
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**Private Wealth Client Associate**: Manage high-net-worth client relationships, offering tailored investment strategies and exceptional service. Key responsibilities include conducting client onboarding, portfolio reviews, and rebalancing. Work collaboratively with investment and operations teams. Requires 3+ years in wealth management, proficiency in CRM tools (e.g., Salesforce), Bloomberg Terminal, and strong communication skills. Bachelor's degree in Finance, Economics, or related field necessary. Experience with accredited investors preferred.
- Compensation
- Not specified USD
- City
- Atlanta
- Country
- United States
Currency: $ (USD)
