Private Wealth Management Specialist
Core
Specialized support for Financial Advisors in wealth planning, investment management, business development, and relationship management to help clients achieve life goals.
Role type
Wealth Management Specialist (IC)
Builds
Client service solutions and operational support for Merrill Wealth Management advisory teams
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Wealth Planning, Investment Management, Business Development, Business Management, Relationship Management, Portfolio Management, Account Management, Client Management, Referral Management, Process Simplification
Preferred skills
None stated
Technologies
None stated
Responsibilities
Execute problem escalation and problem solving requiring extensive analysis, provide advice and training for less experienced team members, identify client needs and articulate approaches to align solutions to goals, manage multiple tasks and priorities, work across organizational lines to influence decisions without direct authority
Seniority
Mid-level, hands-on IC