at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 4 days ago

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**Wealth Management Specialist:** Role involves driving client portfolio growth (average $2M+ AUM) with strategic planning, financial analysis, and risk management. Proficiency in significant client relationships, compliance, and regulatory procedures. Minimum 3 years' proven track record in wealth management, strong knowledge of investment products and capital markets. finance, FMP, CFA, or CFP certifications preferred.

Compensation

Not specified

Currency: Not specified

City

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Country

United States