at Bank of America Merrill Lynch
Bulge Bracket Investment BanksPosted 2 months ago
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**Wealth Management Client Associate** Assists Senior Wealth Managers serving ultra-high net worth clients. Key responsibilities include client onboarding, investment research, portfolio analysis using Bloomberg Terminal, and weekly market insights. Requires 3-5 years of relevant experience in a wealth management or securities setting, strong financial acumen, exceptional client service skills, and proficiency in Microsoft Office Suite and Bloomberg terminals. Proven ability to manage client relationships and handle complex financial situations.
- Compensation
- Not specified USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
