at Bank of America Merrill Lynch
Bulge Bracket Investment BanksPosted 12 days ago
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**Wealth Management Client Associate**: Support high-net-worth clients, assisting in financial planning and portfolio management. Key responsibilities include client relationship building, account analysis, and investment research. Required skills comprise strong communication, experiential knowledge in wealth management, proficiency in CRM (Salesforce), and familiarity with Microsoft Office. A minimum of 3 years' experience in wealth management or related field is necessary.
- Compensation
- Not specified USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
