at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 10 days ago

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**Private Wealth Client Associate:** Support high net worth individuals, family offices, and trusts. Key responsibilities include portfolio analysis, investment research, financial planning, and client relationship management. Required skills: financial analysis, investment management, relationship building, and CRM software proficiency. Seeking 3-5 years of relevant experience in the wealth management industry. Proficiency in Microsoft Office Suite, Bloomberg, and FactSet essential.

Compensation

Not specified USD

Currency: $ (USD)

City

Not specified

Country

United States