at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 2 days ago

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**Private Wealth Client Associate** to manage high-net-worth client relationships. Key responsibilities include portfolio analysis, financial planning, and client communication. Required skills span investment analysis, financial modeling using MS Office, CRM software, and BNY Mellon's proprietary systems. Ideal candidate has 3-5 years of relevant experience in wealth management or finance, with a strong foundation in investment analysis and client service.

Compensation

Not specified USD

Currency: $ (USD)

City

New York City

Country

United States