Registered Private Wealth Client Associate - Bilingual Portuguese Preferred

Bank of America Merrill Lynch

Not specified; not specified; not specified
**
Finra series 7 license required
Finra series 66 license required
Sie certification mandatory
** The Bank of America Merrill Lynch is seeking a Registered Private Wealth Client Associate who is bilingual in Portuguese to provide client service support for Financial Advisors. The role emphasizes client advocacy, operational excellence, and requires specific financial industry licenses. **

Job Summary

  • This role provides comprehensive client service support to multiple Financial Advisors within a leading global wealth management firm.
  • The position requires acting as the primary point of contact for clients while ensuring strict adherence to bank policies and operational excellence.
  • Merrill Wealth Management fosters a culture driven by diversity, transparency, and a commitment to helping clients achieve their life goals.

Matching Summary

Match Score: 75

** The Bank of America Merrill Lynch is seeking a Registered Private Wealth Client Associate who is bilingual in Portuguese to provide client service support for Financial Advisors. The role emphasizes client advocacy, operational excellence, and requires specific financial industry licenses. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • FINRA Series 7 license required
  • FINRA Series 66 license required
  • SIE certification mandatory
  • Client relationship management
  • Investment product knowledge
  • Banking policy compliance

Nice-to-have

  • Bilingual Portuguese speaker
  • Fast-paced environment adaptability
  • Salesforce proficiency
  • Microsoft Office expertise
  • Continuous learning mindset
  • Emotional intelligence skills

Key Requirements

  • Current FINRA SIE, Series 7, and Series 66 licenses
  • High School Diploma or GED equivalent
  • Ability to obtain licenses within specified timeframe if not held

Work Rights

Not specified

Tailored Resume

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