Job Description
Elevate client relationships as a Trust and Estate Consultant at BMO. Deliver exceptional service and expertise in Trust and Estate management while collaborating with wealth planning teams.
In this role, you will be instrumental in providing high-quality sales and customer experience. With 5-7 years of relevant experience, focus on building relationships with legal advisors, tax professionals, and family offices. Engage in presentations, develop new business, and oversee clients' needs effectively.
Key Responsibilities:
• Represent BMO at client events and professional forums
• Lead presentations aligned with business growth strategies
• Build new relationships and identify growth opportunities
• Support strategic initiatives in collaboration with stakeholders
• Conduct analysis to resolve client-related strategic issues
Requirements:
• 5-7 years of relevant experience
• Bachelor’s degree in Finance or related field preferred
• In-depth knowledge of Pe...
In this role, you will be instrumental in providing high-quality sales and customer experience. With 5-7 years of relevant experience, focus on building relationships with legal advisors, tax professionals, and family offices. Engage in presentations, develop new business, and oversee clients' needs effectively.
Key Responsibilities:
• Represent BMO at client events and professional forums
• Lead presentations aligned with business growth strategies
• Build new relationships and identify growth opportunities
• Support strategic initiatives in collaboration with stakeholders
• Conduct analysis to resolve client-related strategic issues
Requirements:
• 5-7 years of relevant experience
• Bachelor’s degree in Finance or related field preferred
• In-depth knowledge of Pe...