at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 15 days ago

No clicks

**Wealth Management Specialist needed for finance firm. Manages high-net-worth portfolios, optimizing returns while minimizing risk. Utilizes investment analytics and modeling tools. Requires 5+ years' experience in wealth management, Bachelor's in Finance or relevant field, CFP/CIMA certification preferred. Strong analytical skills, proficient in MS Office, Bloomberg. Collaborates cross-functionally in dynamic team. Lives senior role, ensures client satisfaction.**

Compensation

Not specified

Currency: Not specified

City

Not specified

Country

Not specified