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Investment Portfolio Specialist
3 months ago
Are you enthusiastic about client relations and portfolio management? Do you thrive on fostering connections and uncovering new investment avenues? If this resonates with you, we have a compelling opportunity available.
Position: Investment Portfolio Specialist
Company: BMO Financial Group
Role Overview:
- Establish a robust external network to facilitate investment opportunities.
- Enhance and broaden existing client relationships to meet financial targets.
- Engage in industry events and seminars to remain updated on market dynamics.
- Oversee the implementation of cash management solutions and financial transaction setups.
- Conduct research and data analysis to address client requirements.
- Support sales and service operations to ensure client satisfaction.
- Maintain accurate client records to ensure data integrity.
Qualifications:
- 4-6 years of pertinent experience along with a post-secondary degree in a related discipline.
- Strong technical skills coupled with effective communication abilities.
- Exceptional analytical, problem-solving, and persuasive skills.
Compensation and Benefits:
$51,800 - $96,500 annually, in addition to performance-based incentives and a comprehensive benefits package.
Join BMO Financial Group and become part of a team committed to fostering positive transformations for our clients, communities, and employees. We provide avenues for professional development, training, and support to help you achieve your full potential. Explore our website to learn more about our inclusive and accessible workplace.
