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Private Banking Associate, Private Wealth at BMO - ApplyBlast

Private Banking Associate, Private Wealth

BMO

3 months ago

3.6 on Glassdoor

Toronto, ON, CAN

Onsite

Full Time

Senior

0 applicants

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About this role

This role supports Ultra-High-Net-Worth private banking clients by delivering exceptional service, identifying relationship expansion opportunities, and ensuring compliance with banking regulations. The position involves collaborating with branch and regional teams to make referrals, resolve client issues, and process transactions accurately while maintaining in-depth knowledge of integrated private banking services.

Responsibilities

Support delivery of exceptional customer experience to UHNW private banking clients
Identify opportunities for expanding client relationships and making referrals
Ensure compliance and operational effectiveness in banking transactions
Collaborate with internal and external stakeholders to resolve client issues
Analyze data to provide insights and recommendations for business strategy

Skills

Qualifications

Post-secondary degree in related field3-5 years of relevant experience

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

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BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.