at Bank of America Merrill Lynch
Bulge Bracket Investment BanksPosted 6 days ago
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**Wealth Management Client Associate** fosters client relationships, coordinating services and teams for high-net-worth individuals. Key responsibilities: reviewing complex portfolios, conducting risk assessments, and collaborating with cross-functional teams. Necessary skills: strong analytical and communication skills, proficient in Aladdin, FactSet, Microsoft Office. 5+ years in finance, investment management background preferred. Senior Associate level.
- Compensation
- Not specified
- City
- Stamford
- Country
- United States
Currency: Not specified
