Opportunity Description
Drive exceptional client experiences at BMO Private Wealth as an Associate in Nesbitt Burns. Facilitate tailored investment advice for high-net-worth clients and families.
In this position, you will collaborate closely with the Investment Advisors to manage client relationships and operational tasks effectively. You will play a key role in identifying business opportunities, enhancing client loyalty, and providing ongoing support for financial needs. Strong analytical skills and a proactive approach to client service are vital.
Key Responsibilities:
• Support development of new client business opportunities
• Coordinate client portfolio review meetings and documentation
• Manage incoming client inquiries and requests
• Assist with trades and portfolio rebalancing requests
• Maintain comprehensive databases and reporting for advisors
Requirements:
• Minimum 5 years in wealth management or related field
• CI...
In this position, you will collaborate closely with the Investment Advisors to manage client relationships and operational tasks effectively. You will play a key role in identifying business opportunities, enhancing client loyalty, and providing ongoing support for financial needs. Strong analytical skills and a proactive approach to client service are vital.
Key Responsibilities:
• Support development of new client business opportunities
• Coordinate client portfolio review meetings and documentation
• Manage incoming client inquiries and requests
• Assist with trades and portfolio rebalancing requests
• Maintain comprehensive databases and reporting for advisors
Requirements:
• Minimum 5 years in wealth management or related field
• CI...
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