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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 4 days ago

No clicks

**Wealth Management Client Associate**: Serve as point-of-contact for high-net-worth clients, ensuring exceptional service; manage client portfolios and review investment performance using Charles Schwab's platform. Requires 3-5 years' experience in wealth management, strong financial acumen, and proficient use of Bloomberg and FactSet tools.

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

4 days ago

No clicks

at Bank of America Merrill Lynch

ExperiencedNo visa sponsorship

**Wealth Management Client Associate**: Serve as point-of-contact for high-net-worth clients, ensuring exceptional service; manage client portfolios and review investment performance using Charles Schwab's platform. Requires 3-5 years' experience in wealth management, strong financial acumen, and proficient use of Bloomberg and FactSet tools.

Full Job Description