Private Banking Client Service Officer (London)

Private Banking Client Service Officer (London)

06 Nov
|
BMO
|
London

06 Nov

BMO

London

Deliver exceptional private banking service at BMO’s 255 Queens Avenue location through relationship selling and knowledgeable client support. Apply solid communication and analytical skills daily.

As a Private Banking Officer, you support Private Bankers and clients across credit, non-credit, transaction, and referral activities. You build trust, identify needs, match appropriate products, and help deliver business objectives. The position requires operational effectiveness, regulatory awareness, and collaboration with branch and regional teams.

Key Responsibilities:

- Support Private Bankers with credit and non-credit activities
- Identify client needs and recommend appropriate products or services
- Complete transactions accurately and resolve client concerns promptly




- Prepare business proposals and presentations for clients
- Review monitoring reports and escalate irregularities appropriately

Requirements:

- Two to three years of relevant experience typically required
- Post-secondary degree or equivalent education and experience
- Required licensing and certification for assigned jurisdiction
- Working knowledge of personal and commercial credit products
- Good communication, organization, collaboration, and analytical skills

Use relationship selling, credit knowledge, and careful risk awareness to support BMO private banking clients and Private Bankers.

📌 Private Banking Client Service Officer (London)
🏢 BMO
📍 London

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