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Wealth Management Specialist

ExperiencedNo visa sponsorship
Bank of America Merrill Lynch logo

at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 13 days ago

No clicks

**Wealth Management Specialist** role requires multisector fund experience. Key responsibilities include portfolio strategy, client relationship management, and financial analysis. Essential skills encompass new data tools (Aladdin, Bloomberg), financial modeling, and investment acumen. This mid-level position seeks a proven track record in wealth management and relevant domain knowledge.

Compensation
Not specified

Currency: Not specified

City
Cincinnati
Country
United States

Full Job Description

Wealth Management Specialist

Compensation

Not specified

City: Cincinnati

Country: United States

Bank of America Merrill Lynch logo
Bulge Bracket Investment Banks

13 days ago

No clicks

at Bank of America Merrill Lynch

ExperiencedNo visa sponsorship

**Wealth Management Specialist** role requires multisector fund experience. Key responsibilities include portfolio strategy, client relationship management, and financial analysis. Essential skills encompass new data tools (Aladdin, Bloomberg), financial modeling, and investment acumen. This mid-level position seeks a proven track record in wealth management and relevant domain knowledge.

Full Job Description