Wealth Client Services & Growth Analyst

Aplaro Ltd; New York (NY); On-site; USD 63,300 - 117,200; Full time

Job summary

BMO Financial Group in New York is seeking a wealth sales & service professional to provide support and product expertise for financial planning, business development, and client servicing for private wealth advisors and relationship managers.

You will manage client relationships, prepare new business proposals, identify growth opportunities, coordinate onboarding, and produce regular reports while ensuring risk and compliance.

Qualifications

• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• In-depth knowledge of financial planning and wealth management.
• Certified Financial Planner is preferred.
• Proficiency in office software and sales management software.
• In-depth knowledge of Bank products, services and capabilities.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Responsibilities

• Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers.
• Services relationships in the assigned portfolio to ensure an exceptional client experience.
• Introduces services to clients to enhance the overall experience.
• Oversees the preparation of new business proposals or presentations to clients / prospects based upon their needs.
• Identifies and shares business development opportunities in the marketplace to help grow the overall market business.
• Builds a relationship development plan for all assigned clients under the direction of wealth advisor / relationship manager to maximize client lifetime value.
• Acts as the key service contact for clients.
• Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines.

Skills

financial planning

wealth management

communication

analytical skills

data driven decisions

collaboration

Education

Post-secondary degree

Certified Financial Planner (preferred)

Tools

Office software

Sales management software

Job description

BMO Financial Group in New York is seeking a wealth sales & service professional to provide support and product expertise for financial planning, business development, and client servicing for private wealth advisors and relationship managers.

You will manage client relationships, prepare new business proposals, identify growth opportunities, coordinate onboarding, and produce regular reports while ensuring risk and compliance.