Senior Investment Portfolio Manager -Wealth Management
BMO US(25 days ago)
About this role
A senior wealth investment specialist at BMO who provides technical expertise in investment management and administration to deliver high-quality service to investment clients. The role serves as a subject matter expert across the branch and region, supports strategic initiatives, develops investment proposals and model portfolios, and ensures regulatory and fiduciary compliance.
Required Skills
- Investment Management
- Portfolio Management
- Fiduciary Law
- Equity Markets
- Fixed Income
- Tax Issues
- Data Analysis
- Stakeholder Management
- Strategic Planning
- Vendor Management
+2 more
Qualifications
- Post-Secondary Degree
- MBA (Preferred)
- Finance Certification (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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