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Provide client service support to Financial Advisors and their clients, handling inquiries, preparing accurate client materials, promoting banking offerings, ensuring policy compliance, and assisting with team operations to deliver a high-quality client experience.

Provides independent treasury advisory services to multinational corporations, financial institutions, and public-sector clients. Advises senior stakeholders on treasury strategy, operating models, liquidity, cash structuring, technology integration, risk management, and transformation initiatives. Leads consultative engagements, develops recommendations and thought leadership, researches market trends, represents the bank at industry events, and partners with sales, product, and client coverage teams to support growth and strategic client solutions.

Work with EIT and business model/process owners to document, design, develop, execute, and report on models and tests. Source and evaluate data, write model/test code, and communicate findings to stakeholders while maintaining control rigor.

Provides client service and operational support to multiple Financial Advisors, serving as a primary contact for wealth management clients. Responsibilities include handling service requests, preparing accurate client materials, supporting banking and investment offerings, maintaining client relationships, following policies, managing risk, identifying referrals, and coordinating daily team activities. The role requires strong communication, organization, discretion, adaptability, and client-focused judgment.

Resolves complex client requests through inbound calls, chats, and emails. Provides accurate account maintenance, explains solutions, escalates risk-related issues, records interaction data, navigates multiple systems, follows banking regulations and controls, and identifies opportunities to deepen client relationships through digital solutions. Requires reliable attendance, strong communication, problem-solving, adaptability, and English and Mandarin proficiency.

The Merrill Financial Solutions Advisor will provide personalized financial advice to clients, develop relationships, and guide them toward achieving their financial goals. Responsibilities include managing client interactions, delivering presentations, and participating in marketing strategies to enhance client acquisition.

Leads quantitative market risk and capital modeling, including stress testing, scenario analysis, model development, validation oversight, statistical analysis, and regulatory reporting. Designs and deploys innovative risk models, provides technical leadership, improves model governance, collaborates with stakeholders and Technology teams, and produces technical documentation. Requires strong quantitative programming, financial risk modeling, communication, and leadership capabilities.

Originates and structures mortgage and securities-based lending opportunities for affluent and ultra-high-net-worth clients. Builds referral relationships with Merrill financial advisors, prospects clients, evaluates lending needs, negotiates terms, prepares documentation, and supports loans through approval and closing. Ensures compliance with lending regulations, maintains data quality, advises on products and policies, and meets production goals.

Supports regional loan syndications by performing financial and statistical analysis, researching transactions, maintaining comparative data, preparing client materials and business updates, and assisting with lender meetings and loan closings. Works under senior associates while executing complex product transactions and supporting Commercial Banking clients. Requires knowledge of financial statements, covenants, credit agreements, and financial modeling, along with Series 79 and 63 licensing.

Manage strategy, roadmaps, commercialization, and enhancement of mobile wallet, virtual card, and travel payment products. Lead cross-functional global teams, third-party relationships, business cases, requirements, stakeholder assessments, and regulatory initiatives. Serve as a virtual card subject matter expert, identify adoption and revenue opportunities, monitor product performance, and partner with sales, operations, risk, fraud, technology, and payment providers to improve client experiences.