at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 10 days ago

No clicks

**Private Wealth Relationship Manager** (Senior Level):ORM the primary point of contact, managing portfolios valued up to $10M. Key responsibilities include financial planning, investment strategies, and client relationship management. Required skills: CFA/CHFC certification, 5+ years' wealth management experience, proficiency in CRM systems (Salesforce), and understanding of financial markets. Experience with high net worth clients essential.

Compensation

Not specified USD

Currency: $ (USD)

City

Miami

Country

United States