Associate Portfolio Manager
BMO US(1 month ago)
About this role
Provides high-quality sales and service to investment clients, delivering an exceptional client experience through technical expertise in investment management and administration. Works collaboratively within the branch and regional teams to support client relationship management and make referrals to other business groups as appropriate. The role supports execution of strategic initiatives and ensures compliance with regulatory and risk policies.
Required Skills
- Investment Management
- Portfolio Structuring
- Client Service
- Relationship Management
- Reporting
- Data Analysis
- Compliance
- Trade Execution
- Cash Management
- Communication
+1 more
Qualifications
- Post-Secondary Degree
- Finance Degree Preferred
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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