nPloy Logo

Wealth Management Specialist

Logo of Bank of America

Bank of America

On-site

On-site

Regular employment

5 - 10 years of experience

Full Time

Beverly Hills, United States

Required skills

Account Management
Administrative
Analytical Skills
Business Development
Business Management
Client Relationship Management
Client Servicing
Collaboration
Communication Skills
Customer Relationship Management
Decision Making
Evaluating
Investments
Management Consulting
Operations
Partnerships
Planning
Problem Solving
Process Improvement
Relationship Building
Risk Assessment
Salesforce
Wealth Management
Windows 7
Project Issues & Risks Register
Analysis Services
Client Insight
Financial Acumen
A/B testing
provide guidance
Portfolio Management
English
Job posted 89 days ago

or

to apply.