Portfolio Associate, Private Wealth
BMO US(15 days ago)
About this role
This role provides administrative and operational support within a Wealth Sales & Service team at BMO Financial Group, focusing on delivering excellent customer experience in financial and investment planning. The position involves client relationship building, supporting sales processes, and understanding investment strategies.
Required Skills
- Customer Service
- Financial Planning
- Investment Strategies
- Communication
- Portfolio Management
- Client Relations
- Sales Support
- Regulatory Knowledge
- Problem Solving
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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