at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 6 days ago

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**Wealth Management Client Associate:** Serve as liaison between high-net-worth clients and our wealth management team. Key responsibilities include relationship management, portfolio monitoring using Bloomberg Terminal, creating financial plans, and executing trades using Bloomberg TradeBook. Requires 7+ years in wealth management, Series 7 (or passing the exam), and strong Bloomberg experience. Collaborates with a team of experienced professionals in a fast-paced environment.

Compensation

Not specified

Currency: Not specified

City

Not specified

Country

United States