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Private Wealth Client Associate

GraduateNo visa sponsorship
Bank of America Merrill Lynch logo

at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 12 days ago

No clicks

"Private Wealth Client Associate: Manage high net worth client relationships, coordinate investment strategies using Bloomberg Terminal, BlackRock iShares, and Vanguard. Requirements: 3+ years' experience in wealth management, Series 7, 66 licenses. bachelor's degree in Business, Finance, or related field. Proficiency in Microsoft Office Suite. Minimum 3 years of relevant industry experience. Demonstrated problem-solving skills and attention to detail." Keywords: Private Wealth Client Associate, wealth management, high net worth, investment strategies, Bloomberg Terminal, BlackRock iShares, Vanguard, Series 7, 66 licenses, Microsoft Office, problem-solving, attention to detail.

Compensation
Not specified USD

Currency: $ (USD)

City
Not specified
Country
United States

Full Job Description

Private Wealth Client Associate

Compensation

Not specified USD

City: Not specified

Country: United States

Bank of America Merrill Lynch logo
Bulge Bracket Investment Banks

12 days ago

No clicks

at Bank of America Merrill Lynch

GraduateNo visa sponsorship

"Private Wealth Client Associate: Manage high net worth client relationships, coordinate investment strategies using Bloomberg Terminal, BlackRock iShares, and Vanguard. Requirements: 3+ years' experience in wealth management, Series 7, 66 licenses. bachelor's degree in Business, Finance, or related field. Proficiency in Microsoft Office Suite. Minimum 3 years of relevant industry experience. Demonstrated problem-solving skills and attention to detail." Keywords: Private Wealth Client Associate, wealth management, high net worth, investment strategies, Bloomberg Terminal, BlackRock iShares, Vanguard, Series 7, 66 licenses, Microsoft Office, problem-solving, attention to detail.

Full Job Description