Senior Investment Portfolio Manager - Wealth Management
BMO US(19 days ago)
About this role
A senior role in wealth sales and service at BMO Financial Group focuses on providing high-quality investment and financial services to clients. The position involves strategic leadership, client relationship management, and regulatory compliance within a collaborative environment. It is ideal for experienced professionals with a background in portfolio management, fiduciary law, and client service.
Required Skills
- Portfolio Management
- Fiduciary Law
- Asset Allocation
- Regulatory Environment
- Client Relationship
Qualifications
- Post-secondary degree
- MBA or Finance Certification (preferred)
- 7+ years of experience
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.
View more jobs at BMO US →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at BMO US
Similar Jobs
Key Private Bank Senior Portfolio Strategist
KeyBank(1 month ago)
Private Wealth Advisor - FineMark
Commerce Bank(27 days ago)
Portfolio Advisor
Northern Trust(4 months ago)
Key Family Wealth Senior Portfolio Strategist
KeyBank(26 days ago)
Investment Portfolio Associate
Raymond James & Associates, Inc., Research Division(6 months ago)
Investment Strategist
Neuberger Berman(13 days ago)