Elevate client relationships in a agile Associate role at BMO Private Wealth, focusing on high-net-worth individuals. Collaborate with Investment Advisors to deliver tailored investment advice.
As part of BMO’s Wealth Sales & Service team, you'll contribute to managing client relationships and facilitate exceptional service delivery. Your role will include supporting marketing activities and attending to client inquiries while adhering to compliance standards. Develop credibility with clients through effective communication and problem-solving.
Key Responsibilities:
• Organize marketing initiatives for client recognition
• Prepare client portfolio reviews for advisors
• Execute trades and respond to client requests
• Monitor and report on sales performance
• Provide mentoring to new team members
Requirements:
• 5+ years of relevant experience in financial services
• CIRO Registered Representative licensing needed
• Familiarity with CRIMS is preferred
• Proficient analytical skills with in-depth collaboration experience
• Strong influence and communication skills
Contribute to building and sustaining long-term client relationships in a rewarding environment at BMO.
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