BMO Financial Group seeks an experienced Trust Associate to enhance client relationships and ensure compliance in Trust & Estate management. This role emphasizes personal interaction and integrity.In your capacity as a Trust Associate, you will leverage your knowledge of Trust & Estate products to develop and maintain client relationships. Collaboration with stakeholders is vital as you work to ensure compliance and monitor service performance. Your analytical skills will help identify service improvement areas for an enhanced client experience.Key Responsibilities:Develop client proposals based on specific needsBuild and manage robust client relationshipsSupport audits and compliance reviews as neededGenerate performance reports and track initiativesEnsure all regulatory requirements for accounts are metRequirements:3-5 years relevant industry experienceAdvanced understanding of Estate and Trust servicesSecurities certification is mandatoryOutstanding communication and analytical skillsPreferred Trust accreditationContribute your expertise in Trust services to foster client trust and ensure compliance at BMO Financial Group.

📌 Experienced Trust Associate Bmo (London)
🏢 BMO
📍 London