Base: $91,800.00 - $171,000.00; bonus/equity: may ...
Trust administration experience
Fiduciary principles knowledge
Estate planning concepts
The role involves managing an existing portfolio of high-net-worth client relationships with complex trust and investment management accounts
Job Summary
The role involves managing an existing portfolio of high-net-worth client relationships with complex trust and investment management accounts.
Candidates will be responsible for driving the profitability and growth of the Trust Discipline consistent with established strategic goals.
BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Matching Summary
The role involves managing an existing portfolio of high-net-worth client relationships with complex trust and investment management accounts.
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
Trust administration experience
Fiduciary principles knowledge
Estate planning concepts
Client relationship management
Complex account administration
Nice-to-have
Proactive business development skills
Mentoring less seasoned team members
Strong analytical abilities
Next generation engagement focus
Key Requirements
Bachelor's degree in Business or Finance
5-7 years of trust administration experience
JD preferred
Professional designations like CTFA, CFP, or CPA desirable