BMO Private Wealth
Wealth Management
Associate,PrivateWealth
“Associate, Private Wealth at BMO Private Wealth. Skills: Client Service, Relationship Management, Investment Support. Support Investment Advisors and IA Teams. Provide client service and advice”
What You'll Achieve.
Achievement of business objectives; Retain and grow client relationships; Safeguard customers’ assets; Maintain customer privacy; Act in customers’ best interests
Industry & Context.
Analytical and problem solving skills - In-depth; Exercises judgment to identify, diagnose, and solve problems
What They're Looking For.
Must Have
Minimum of 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience, Must meet the Registered Representative licensing with CIRO and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
Nice to Have
hands-on experience using CRIMS
What You'll Do.
Support Investment Advisors and IA Teams
Provide client service and advice
Manage client relationships
Coordinate marketing activities
Schedule client portfolio reviews
Follow up on client inquiries
Handle client requests and inquiries
Manage client databases
Generate reports and documents
Administer client files and documentation
Mentor and coach team members
Deliver exceptional client experience
How You'll Work.
Team & Collaboration
Collaborates with internal and external stakeholders; Works collaboratively within the market, BMO partners and the community
Communication Scope
Verbal & written communication skills - In-depth
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