at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 9 days ago

No clicks

**Wealth Management Client Associate:** Collaborate with high net worth clients, managing portfolios and driving investment strategies. Key responsibilities include client relationship management, financial analysis, and portfolio rebalancing. Required: 3-5 years of wealth management experience, proficiency in Bloomberg and FactSet, strong communication skills. CFP/Chartered Financial Analyst (CFA) certifications preferred. Mid-level role. Join our esteemed team in our dynamic, regulated environment to grow professionally and contribute to our clients' financial success.

Compensation

Not specified

Currency: Not specified

City

Not specified

Country

United States