Private Wealth Client Associate
At Bank of America, we are looking for an enthusiastic and detail-oriented Private Wealth Client Associate to join our team. This individual must possess excellent interpersonal and communication skills, have a strong work ethic, and be a self-starter. The successful candidate will have a bachelor's degree in business, finance, accounting, or a related field, as well as at least one year of experience in a financial services or banking environment. In addition, they should be familiar with financial products and services, understand financial market principles and regulations, and be able to conduct financial analysis. The ideal candidate should also have a strong customer service orientation, be comfortable working with high net worth clients, and have a professional demeanor. The Private Wealth Client Associate will be responsible for providing comprehensive service and support to Bank of America's private wealth clients. This includes providing financial advice and guidance, researching client requests and inquiries, and coordinating transactions with other departments. This individual will also be an ambassador for the Bank of America brand, and will represent the Bank at client and business events. If you are looking for an opportunity to advance your career and provide outstanding service to our clients, then this role is for you.
Strong Interpersonal Skills
Finance
Or Related Field
Excellent Communication Skills
Ability To Work Independently And In A Team Environment
Proficient In Microsoft Office Suite
Knowledge Of Financial Services Industry
Ability To Manage Multiple Tasks
Bachelor’s Degree In Business
Understanding Of Investment Products And Markets
Risk Management
Financial Planning
Data Analysis
Market Research
Financial Modeling
Client reporting
Customer Relations
Portfolio Management
Regulatory compliance
wealth management
Portfolio analysis
Asset allocation
Client Services
Investment Analysis
Client Onboarding
Communication
Leadership
Time management
Interpersonal Skills
creativity
Organization
self-motivation
flexibility
Teamwork
Problem-Solving
According to JobzMall, the average salary range for a Private Wealth Client Associate in Portland, OR, USA is $56,000 - $62,000 per year. The salary range can vary depending on the experience of the individual, their education, and the company they are working for.
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Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.
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