Found Description
Join BMO Private Wealth as an Associate Investment Counsellor, supporting high-net-worth clients with bespoke investment strategies. Strengthen client relationships and enhance portfolio management.
As an integral part of BMO Private Wealth, you will manage a portfolio of clients, crafting personalized investment policies and financial plans. This role emphasizes collaboration with internal teams to ensure clients receive ongoing support and strategic advice. Your ability to identify and build effective relationships will play a significant role in achieving business development and retention targets.
Key Responsibilities:
• Retain and grow client investment portfolios
• Evaluate clients’ needs to create customized strategies
• Collaborate internally on strategic goals
• Track and optimize client portfolio performance
• Develop referrals from existing client networks
Requirements:
• 4-6 years in investment or fi...
As an integral part of BMO Private Wealth, you will manage a portfolio of clients, crafting personalized investment policies and financial plans. This role emphasizes collaboration with internal teams to ensure clients receive ongoing support and strategic advice. Your ability to identify and build effective relationships will play a significant role in achieving business development and retention targets.
Key Responsibilities:
• Retain and grow client investment portfolios
• Evaluate clients’ needs to create customized strategies
• Collaborate internally on strategic goals
• Track and optimize client portfolio performance
• Develop referrals from existing client networks
Requirements:
• 4-6 years in investment or fi...
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