Wealth Management Director
5 days ago
We are seeking a highly skilled and experienced Wealth Management Director to join our team at Bank of Montreal. 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 clients.
Key Responsibilities- Develop and execute business development strategies to attract and retain high net worth clients
- Provide expert advice and guidance to clients on wealth management and investment strategies
- Collaborate with internal stakeholders to develop and implement comprehensive wealth management plans
- Manage and grow a portfolio of high net worth client relationships
- Stay up-to-date on industry trends and regulatory requirements to ensure compliance and excellence in client service
- 7+ years of experience in wealth management or a related field
- Post-secondary degree in a related field of study or an equivalent combination of education and experience
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
At Bank of Montreal, we offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced wealth management professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
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Wealth Management Professional
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Wealth Management Director
2 days ago
Los Angeles, California, United States BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled Wealth Management Director 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 Responsibilities:Develop and implement...
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Wealth Management Director
5 days ago
Los Angeles, California, United States Bank of Montreal Full timeJob Title: Wealth Management DirectorAs a Wealth Management Director, you will be responsible for providing advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospect and client relationships. You will deliver an exceptional client experience by demonstrating an understanding of and care for the client through...
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Wealth Management Director
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Wealth Management Specialist
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Wealth Management Specialist
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Wealth Management Professional
2 days ago
Los Angeles, California, United States Harrison Gray Search & Consulting Full timeJob DescriptionHarrison Gray Search & Consulting is partnering with a leading wealth management firm in Los Angeles to find their next Wealth Advisor. This role is responsible for helping to grow and expand the firm while servicing client relationships.Key Responsibilities:Manage client relationships with extensive client contact.Actively manage a client...
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Wealth Management Advisor
4 weeks ago
Los Angeles, California, United States Harrison Gray Search & Consulting Full timeJob OpportunityHarrison Gray Search & Consulting is partnering with a leading wealth management firm in Los Angeles to find their next Wealth Advisor/Certified Financial Planner.Key ResponsibilitiesThe successful candidate will be responsible for:Managing client relationships and providing exceptional service.Developing and implementing investment strategies...
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3 weeks ago
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Wealth Management Professional
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