at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 18 days ago

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**Wealth Management Client Associate**: Manage client relationships, provide investment expertise, and drive business development. Key responsibilities include portfolio analysis, transaction execution, and wealth preservation strategies. Required skills: Portfolio management, investment analysis, excellent communication, and proficient in Bloomberg, FactSet, and Mount Vernon platform. Ideal candidate: Bachelor's degree in finance or economics, 3-5 years of experience, and familiar with pension, mutual funds, and individual client portfolios.

Compensation

Not specified

Currency: Not specified

City

Chicago

Country

United States