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Wealth Management Specialist

1 month ago

Chicago, Illinois, United States BMO Financial Group Full time
Job Summary

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
Requirements
  • 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
What We Offer

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.