Juna Bektasha
Jersey City
Summary
Dynamic Relationship Manager at Merrill Lynch Wealth Management with deep familiarity in alternative investment workflows, including onboarding, funding, capital calls, and client communication. Proven ability to strengthen client relationships and grow assets by over $10 million. Known for delivering high-touch guidance, optimizing client experience, and executing complex processes with precision.
Overview
12
12
years of professional experience
Work History
Relationship Manager
Merrill Lynch Wealth Management
New York
11.2024 - Current
- Manage over $100MM in client assets across discretionary and advisory relationships, delivering personalized investment solutions.
- Educate clients on available products and asset classes, helping them identify strategies aligned with their goals and risk profile.
- Grew investable assets by over $10MM through proactive relationship management deepening engagement with next-generation family members.
- Conduct in depth portfolio reviews and asset allocation providing clients with clear, data driven recommendations aligned with market conditions and long term objectives.
- Serve as the primary relationship lead, overseeing onboarding, resolving complex service requests and ensuring a seamless client experience across all accounts.
Registered Senior Wealth Management Client Associate
Merrill Lynch Wealth Management
New York
04.2018 - 10.2024
- Spearheaded our Team's growing Alternative Investments side of wealth management, which accounts for over 25% of our $3B AUM.
- Led the development of a streamlined process in satisfying investor capital calls, sending distribution notices and Fund performance reports to clients.
- Listened to new Fund calls as well as update calls and collaborate with the Financial Advisors to determine the optimal allocation solutions for our clients.
- Prepared, collected and submit subscription documents while ensuring the commitments are funded in a timely fashion. This increased the AI investment allocations in excess of $20MM each year.
- Client-Fund Liaison: Served as a central point of contact and communication between clients and alternative investment funds for every day as well as ad-hoc requests, ensuring smooth interactions and effective partnerships.
- Implemented investment strategies for managed client accounts.
- Tracked and satisfy investment fees on a monthly basis.
Wealth Management Client Associate
Merrill Lynch Wealth Management
New York
09.2013 - 03.2018
- Facilitated new client onboarding process and investment account setup.
- Ensured EOY deadlines were met such as required retirement distributions and charitable contributions.
- Processed wire and check payments for clients.
- Assisted clients with budgeting and cash flow management.
Education
Bachelor of Business Administration - Finance
Pace University, Lubin School of Business
New York, NY05-2013
Skills
- Investor relations and client management
- Relationship building
- Alternative investments expertise
- Business development
- Investment strategy and financial planning
- Due diligence and portfolio analysis
- Client reporting and analytics
Additional Information
Proficient in CRM platforms, portfolio management systems, financial-planning software. Strong communication skills with emphasis on client experience and operational excellence. Adept at supporting high-volume advisory practices with accuracy and speed.
Licenses And Designations
- CRPC TM — Chartered Retirement Planning Counselor
- Series 7
- Series 63
- Series 65
Timeline
Relationship Manager
Merrill Lynch Wealth Management
11.2024 - Current
Registered Senior Wealth Management Client Associate
Merrill Lynch Wealth Management
04.2018 - 10.2024
Wealth Management Client Associate
Merrill Lynch Wealth Management
09.2013 - 03.2018
Bachelor of Business Administration - Finance
Pace University, Lubin School of Business