at Bank of America Merrill Lynch
Bulge Bracket Investment BanksPosted 5 days ago
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**Wealth Management Specialist:** Develop tailored investment strategies for high-net-worth clients. Key responsibilities: Risk analysis, portfolio management, IPS implementation. Essential skills: FINRA Series 7/66 licenses, proficiency in Jama software, 3+ years' wealth management experience. Senior role with team leadership aspects.
- Compensation
- Not specified USD
- City
- Greenwich
- Country
- United States
Currency: $ (USD)
