Senior Portfolio Manager: Wealth Strategy & Growth

BMO; Chicago (IL); In loco; USD 120.000 - 250.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Descrizione del lavoro

BMO Financial Group in Chicago seeks an experienced Wealth Sales & Service professional to provide high-quality sales and service to investment clients, delivering an exceptional client experience.

The role requires expertise in investment management, fiduciary duties, and strategic leadership, with a focus on growing the portfolio through referrals and integrated business development strategies. Excellent communication and data-driven decision making are essential.

Competenze

• In-depth / expert understanding of portfolio management principles and asset mix determination.
• In-depth / expert understanding of fiduciary law and applicability to trust investment accounts.
• In-depth / expert knowledge of equity and fixed income markets.
• In-depth / expert understanding of tax-related issues affecting investments.
• In-depth / expert knowledge of the regulatory environment.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Data driven decision making - In-depth / Expert.

Mansioni

• Provide high-quality sales and service to investment clients to deliver an exceptional client experience.
• Develop investment proposals and participate in meetings with prospects/clients.
• Collaborate with the regional team to grow business in the assigned portfolio/jurisdiction.
• Lead change management programs and develop communication strategies.

Conoscenze

Portfolio management

Fiduciary law

Equity & fixed income

Data driven decision making

Analytical thinking

Communication skills

Collaboration

Ambiguity tolerance

Regulatory knowledge

Strategic thinking

Formazione

Bachelor's degree in Finance or related field

Descrizione del lavoro

BMO Financial Group in Chicago seeks an experienced Wealth Sales & Service professional to provide high-quality sales and service to investment clients, delivering an exceptional client experience.

The role requires expertise in investment management, fiduciary duties, and strategic leadership, with a focus on growing the portfolio through referrals and integrated business development strategies. Excellent communication and data-driven decision making are essential.