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Wealth Management Client Associate

ExperiencedNo visa sponsorship
Bank of America Merrill Lynch logo

at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 18 days ago

No clicks

**Wealth Management Client Associate**: Manage high net worth client portfolios, coordinate with Senior Wealth Managers, perform investment research using Bloomberg terminals, and maintain client records using Salesforce CRM. Proven client-facing experience (3+ years) in financial services required. Knowledge of wealth management products, investment principles, and risk management essential.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
United States

Full Job Description

Wealth Management Client Associate

Compensation

Not specified

City: Not specified

Country: United States

Bank of America Merrill Lynch logo
Bulge Bracket Investment Banks

18 days ago

No clicks

at Bank of America Merrill Lynch

ExperiencedNo visa sponsorship

**Wealth Management Client Associate**: Manage high net worth client portfolios, coordinate with Senior Wealth Managers, perform investment research using Bloomberg terminals, and maintain client records using Salesforce CRM. Proven client-facing experience (3+ years) in financial services required. Knowledge of wealth management products, investment principles, and risk management essential.

Full Job Description