Estate and Trust Consultant
BMO US(21 days ago)
About this role
The role involves providing high-quality trust and estate sales and service to clients, collaborating with internal teams, building relationships with stakeholders, and supporting strategic initiatives to grow the business. It combines client management, outreach, and analytical tasks to ensure a comprehensive service experience.
Required Skills
- Trust Management
- Estate Planning
- Relationship Building
- Financial Analysis
- Client Presentations
- Regulatory Compliance
- Data Analysis
- Business Development
- Stakeholder Management
- Fiduciary Laws
Qualifications
- Post-secondary degree
- 5-7 years of experience
- Bachelor’s degree in Finance or related field
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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