Wealth Management Specialist
2 days ago
We are seeking a highly skilled and experienced Wealth Management Specialist to join our team at BMO Financial Group. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to high net worth individuals and families.
Key Responsibilities- Develop and execute business development strategies to attract and retain high net worth clients
- Provide proactive and holistic financial planning advice to clients, including investment management, wealth transfer, and estate planning
- Collaborate with internal stakeholders to deliver integrated financial solutions and services
- Manage client relationships and communicate effectively to ensure exceptional client service
- Stay up-to-date with industry trends and regulatory changes to ensure compliance and best practices
- 7+ years of relevant experience in wealth management or a related field
- Post-secondary degree in a related field or an equivalent combination of education and experience
- Strong analytical and problem-solving skills, with the ability to think critically and creatively
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders
- Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines
BMO Financial Group offers a competitive salary and benefits package, as well as opportunities for professional growth and development. We are committed to creating a diverse and inclusive work environment that values and respects the contributions of all employees.
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Wealth Management Professional
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Wealth Management Specialist
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Chicago, Illinois, United States BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Management Professional to join our team at BMO Financial Group. As a key member of our wealth management team, you will be responsible for providing exceptional client service and developing strategic relationships with high net worth individuals and families.Key ResponsibilitiesDevelop and...
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Chicago, Illinois, United States BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Management Professional to join our team at BMO Financial Group. As a key member of our wealth management team, you will be responsible for providing exceptional client service and building strong relationships with high net worth individuals.Key ResponsibilitiesDevelop and execute business...
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