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Wealth Management Client Associate

GraduateNo visa sponsorship
Bank of America Merrill Lynch logo

at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted a month ago

No clicks

**Wealth Management Client Associate**: Leverage your expertise in financial markets and client relationship management to excel in this role. Key responsibilities involve client portfolio analysis, consulting clients on investment strategies, and monitoring market trends. Proficient in Bloomberg Terminal, FactSet, and Microsoft Office Suite. Ideal candidate has 3-5 years in wealth management, with a strong academic background in finance or related field.

Compensation
Not specified USD

Currency: $ (USD)

City
San Francisco
Country
United States

Full Job Description

Wealth Management Client Associate

Compensation

Not specified USD

City: San Francisco

Country: United States

Bank of America Merrill Lynch logo
Bulge Bracket Investment Banks

a month ago

No clicks

at Bank of America Merrill Lynch

GraduateNo visa sponsorship

**Wealth Management Client Associate**: Leverage your expertise in financial markets and client relationship management to excel in this role. Key responsibilities involve client portfolio analysis, consulting clients on investment strategies, and monitoring market trends. Proficient in Bloomberg Terminal, FactSet, and Microsoft Office Suite. Ideal candidate has 3-5 years in wealth management, with a strong academic background in finance or related field.

Full Job Description