Financial Services Portfolio Manager

3 weeks ago


San Francisco, California, United States BMO Financial Group Full time

About the Role:

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The Financial Services Portfolio Manager position at BMO Financial Group offers a unique opportunity to work with a diverse group of clients and build long-term relationships.

The ideal candidate will have a deep understanding of banking products and services, as well as excellent communication and interpersonal skills.

Responsibilities:

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  • Develop and implement strategies to grow client portfolios and increase revenue.">
  • Provide exceptional client service and support to ensure client satisfaction and loyalty.">
  • Collaborate with internal teams to leverage expertise and provide comprehensive solutions for clients' financial needs.">
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Requirements:

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To be successful in this role, you will need 7+ years of experience in a financial services organization, with a proven track record of success in portfolio management and client growth.

A post-secondary degree in a related field is preferred, but not required.

Compensation and Benefits:

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The estimated annual salary for this role is $61,600.00 - $114,400.00, plus performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

BMO Financial Group is committed to providing a supportive and inclusive work environment that values diversity and promotes career development.



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