Premier Client Advisor

3 days ago


West Des Moines, Iowa, United States BMO Financial Group Full time
About the Opportunity:

The Premier Client Advisor role at BMO Financial Group presents an exciting chance to work with high net worth individuals and families, providing personalized financial guidance and strategies to help them achieve their goals. As a key advisor, you will be responsible for building strong relationships, identifying business opportunities, and delivering exceptional client experiences.

**Key Responsibilities:**
* Conduct comprehensive financial assessments and develop tailored plans to meet clients' objectives
* Collaborate with internal teams to provide integrated financial solutions and support
* Stay up-to-date on market trends, regulatory changes, and competitor activity to ensure clients receive the best possible advice
* Develop and maintain strong relationships with clients, colleagues, and partners to drive business growth and referrals

**Requirements:**
* 4-6 years of experience in a related field, preferably in banking or finance
* Strong understanding of financial products, services, and industry trends
* Excellent communication, negotiation, and interpersonal skills
* Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines

About BMO:
BMO Financial Group is a leading North American bank that provides a wide range of personal and commercial banking, wealth management, and investment banking products and services. We are committed to delivering exceptional customer service, building strong relationships, and fostering a diverse and inclusive workplace culture. If you are a motivated and results-driven professional looking for a challenging opportunity, we encourage you to apply.

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