Senior Investment Portfolio Manager -wealth Management

BMO

Indianapolis, IN, United States
Base: $91,800.00 - $171,000.00; bonus/equity: may ...
Investment management expertise
Fiduciary law knowledge
Equity and fixed income markets
Provides high quality sales and service to investment clients to deliver an exceptional client experience

Job Summary

  • Provides high quality sales and service to investment clients to deliver an exceptional client experience.
  • Develops investment proposals and participates in meetings with prospects/clients.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Provides high quality sales and service to investment clients to deliver an exceptional client experience.

Salary

Base: $91,800.00 - $171,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Investment management expertise
  • Fiduciary law knowledge
  • Equity and fixed income markets
  • Tax-related investment issues
  • Regulatory environment knowledge
  • Data driven decision making

Nice-to-have

  • Exceptional client experience
  • Internal and external network development
  • Marketplace presence enhancement
  • Creative problem solving
  • Adaptability to shifting trends

Key Requirements

  • 7+ years relevant experience
  • Post-secondary degree or equivalent
  • MBA or Finance certification preferred
  • In-depth understanding of portfolio management
  • In-depth understanding of fiduciary law
  • In-depth knowledge of equity and fixed income
  • In-depth understanding of tax issues
  • In-depth knowledge of regulatory environment
  • Expert verbal & written communication
  • Expert analytical and problem solving
  • Expert influence skills
  • Expert collaboration & team skills
  • Ability to manage ambiguity

Work Rights

Not specified

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