at Bank of America Merrill Lynch
Bulge Bracket Investment BanksPosted 7 days ago
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** expulsionManager ** - Provide comprehensive wealth management for high net worth clients - Roles: Portfolio analysis, risk assessment, investment recommendations - Skills: CFP, CFA, or equivalent certification - Experience: 5+ years in private client services, wealth management - shredATA: Bloomberg, FactSet, Charles Schwab PortfolioCenter - Level: Senior Associate, Private Wealth Client Service.
- Compensation
- Not specified USD
- City
- Los Angeles
- Country
- United States
Currency: $ (USD)
