Client Facing Portfolio Manager Role Montreal

Client Facing Portfolio Manager Role Montreal

26 Aug
|
BMO
|
Montreal

26 Aug

BMO

Montreal

Elevate your career at BMO as a client-facing Portfolio Manager focused on treasury management and payment solutions. Drive revenue growth and forge strategic relationships while optimizing client cash flow and liquidity needs. As a Portfolio Manager with BMO, you will be pivotal in driving recent business acquisition and enhancing existing client relationships.

This role leverages your expertise in consultative sales, treasury, and payments, requiring excellent analysis of client needs to position tailored solutions effectively. Collaborate across teams to ensure seamless implementation and maintain high regulatory standards. Key Responsibilities:
Acquire current commercial clients through consultative treasury sales
Manage the full sales lifecycle from prospecting to closing




Address client inquiries promptly with a sales-focused approach
Present cutting-edge treasury solutions that address client needs
Drive adoption of BMO's leading digital treasury solutions Requirements:
3–6 years in treasury management or financial services sales
Strong analytical skills with a focus on risk assessment
Bachelor's degree preferred in finance or related field
Excellent communication skills in English and French
Ability to manage multiple priorities independently Drive revenue growth and enhance client experiences through expert treasury and payments solutions at BMO.

📌 Client Facing Portfolio Manager Role Montreal
🏢 BMO
📍 Montreal

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