Accounting & Finance

Wealth Relationship Manager – Active Trading Clients

BMO U.S

Toronto · Ontario · Canada

BMO Financial Group’s InvestorLine division is seeking a seasoned relationship and portfolio manager to oversee a book of Active Trading clients. You will drive loyalty, share-of-wallet growth and One Client referrals while boosting revenue and client experience at the portfolio level.

In this role you will analyze client needs, identify opportunities, and recommend solutions aligned with the best interests of clients, while collaborating with product managers and internal stakeholders to

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Reference: WJ-4703_8723586

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