Wealth Management Sophomore Summer Analyst
Company: Bank of America
Location: Daly City
Posted on: June 22, 2022
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Job Description:
WHAT YOU'LL DO
Wealth Management provides comprehensive wealth management to
affluent and high-net-worth clients. It also provides world-class
investment strategies, platforms, solutions and support for clients
across all wealth management lines of business.
As an intern, your responsibilities will vary depending on your
placement but may include:
- Supporting the Chief Investment Office, Investment Product &
Platforms, Alternative Investments & Specialty Asset Management,
Specialist Team & more
- Assisting financial advisors in relationship management, client
follow - up, administration and business development
- Providing administrative coordination with trading, operations,
trust/fiduciary and client service areas
- Assisting in the development of innovative solutions across all
aspects of the Wealth Management Investment Process
- Handling client inquiries, coordinating with specialists and
service centers to deliver an integrated service to the client
Keywords: Bank of America, Daly City , Wealth Management Sophomore Summer Analyst, Executive , Daly City, California
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