at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 13 days ago

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**Private Wealth Management Client Associate**: Serve as the primary point of contact for high net worth clients, managing relationships and coordinating delivery of multi-faceted wealth management solutions (financial planning, investment strategies, philanthropy). Utilize advanced client relationship management (CRM) systems and wealth management software. Requires 5+ years in private wealth management, strong interpersonal skills, financial acumen, and proficient use of MS Office Suite and relevant industry technology platforms. This senior-level role involves mentoring junior team members.

Compensation

Not specified

Currency: Not specified

City

Pittsford

Country

United States