at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 14 days ago

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**Private Wealth Client Associate:** Manage ULTIMATELY HIGH-NET-WORTH CLIENTS, driving GROWTH through personalized SERVICE delivery & STRATEGIC advice. Key RESPONSIBILITIES: Portfolio management, risk assessment, and client RELATIONSHIP building. Required EXPERIENCE: 5+ years in wealth management. Essential SKILLS: Proficient in Bloomberg Terminal, investments software (e.g., Charles Schwab, Pershing), estate PLANNING, compliance, taxation, and FINANCIAL analysis. Bachelor's degree mandatory, CFA/CPA a plus.

Compensation

Not specified USD

Currency: $ (USD)

City

Atlanta

Country

United States