at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 6 days ago

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**Wealth Management Client Associate** sought to provide bespoke financial strategies, working closely with high-net-worth clients. Key responsibilities involved analyzing client portfolios, conducting periodic reviews, and recommending suitable investments. Proficient in wealth management software (e.g., Advent, Aladdin), experience in financial services, and a Series 7/66 certification are essential. Ideal candidates should have 3-5 years of experience in the wealth management domain. Strong analytical skills, exceptional communication, and a strategic mindset are required.

Compensation

Not specified

Currency: Not specified

City

Not specified

Country

United States