Wealth Analyst
BMO US(3 days ago)
Chicago, ILOnsiteFull TimeMedior$45,000 - $83,000Wealth Sales & Service
Apply NowAbout this role
This role provides support and product expertise within the wealth management division, focusing on enhancing client experiences and facilitating business development. It involves collaboration with wealth advisors and stakeholders to deliver tailored financial solutions and maintain strong client relationships.
Required Skills
- Financial Planning
- Client Management
- Sales Support
- Relationship Building
- Market Research
- Financial Analysis
- Customer Service
- Documentation
- Communication
- Problem Solving
Qualifications
- Post-secondary Degree
- Relevant 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.
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