Bank of Montreal
Wealth Analyst
Bank of Montreal, San Francisco, California, United States, 94199
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.Liaises with external advisors of clients on behalf of the private wealth advisor / relationship manager.Understands and communicates emerging market trends in wealth management.Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and prospects.Make suggestions about how to improve the overall service interaction for prospects and clients.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal / external stakeholders.Ensures alignment between stakeholders.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad-hoc reports, and dashboards.Prepares reports for financial plans; inputs appropriate data according to established.Makes updates to sales tracking, forecast and pipeline, relationship plans, and other databases.Coordinates account opening procedures and all required client onboarding activities.Participates in account review process and completion of required action items.Organizes client files and ensures proper documentation.Supports the assigned advisors and client portfolio through administrative and transactional support including correspondence, relationship reviews, account documentation and sales reporting.Prepares reports for financial plans and prospect presentations with an understanding of the anticipated prospect/client needs.Supports the achievement of the business plan within the designated territory / region.Collaborates effectively with internal stakeholders to build capability and drive business growth.Meets high-quality service standards to maximize relationship retention and growth.Develops rapport and instills confidence with the client to develop credibility and earn their trust.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.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.Comfortable exploring beyond one's area of technical expertise (i.e. discipline).A willingness and aptitude to influence and recognize new business opportunities.Technical proficiency gained through education and/or business experience.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Application Deadline:
11/21/2024Address:
180 Montgomery St.Job Family Group:
Wealth Sales & ServiceSalary:
$67,200.00 - $124,800.00Pay Type:
SalariedThe above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:
Total Rewards .Equal Employment Opportunity Statement:BMO is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.We’re here to help:At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.To find out more visit us at
BMO Careers .About Us
BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.Who we are:We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.
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11/21/2024Address:
180 Montgomery St.Job Family Group:
Wealth Sales & ServiceSalary:
$67,200.00 - $124,800.00Pay Type:
SalariedThe above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:
Total Rewards .Equal Employment Opportunity Statement:BMO is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.We’re here to help:At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.To find out more visit us at
BMO Careers .About Us
BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.Who we are:We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.
#J-18808-Ljbffr