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Experienced Private Banking Specialist

2 months ago

Edmonton, Alberta, Canada BMO Full time

Job Overview:

We are seeking a skilled and committed Wealth Sales & Service Manager to become a vital part of our team at BMO Financial Group. In this influential role within our Wealth Management division, you will be tasked with cultivating, overseeing, and enhancing lucrative banking relationships with affluent clients and potential clients. Your collaboration with clients will focus on crafting tailored solutions that address their intricate financial requirements while delivering outstanding service and fostering robust relationships.

  • Formulate and implement a strategic business plan aimed at boosting banking revenue
  • Lead a team to fulfill client requirements and serve as the primary relationship manager
  • Oversee the retention and growth of client relationships
  • Offer specialized advisory and technical assistance

Required Qualifications:

  • 5-7 years of pertinent experience
  • Post-secondary education in a relevant discipline
  • Credit qualifications and expertise in accordance with established standards
  • Proficient in sales, client service, and business development

Compensation and Benefits:

$68,000 - $126,000 annually

About BMO Financial Group:

BMO Financial Group is dedicated to fostering positive change for our clients, communities, and employees. We offer a supportive and inclusive work environment where you can make a significant impact and advance your career. Join us in our mission to promote growth and excellence in business and life.