Associate Private Banker

Job Listing No: 9740000

Associate Private Banker

BMO Financial Group – Halifax, NS – The Associate Private Banker is accountable for providing relationship management, a superior client experience and integrated financial solutions to a portfolio of borrowing and non-borrowing Platinum Banking clients. With the direction of the Lead Relationship Manager, the role is accountable to manage the retention and expansion of existing client relationships through a reactive contact strategy and an ongoing review of the most appropriate person to serve the client’s banking needs. The Associate Private Banker is a training role with an intended two to three year tenure. Associates are paired with a Senior Private Banker as a mentor with the intent to promote the Associate to the Private Banker role within 2-3 years. Through an advisory financial planning based approach, the role works as part of a deal team environment offering high net worth clients an integrated wealth management solution through the services of BMO Private Banking and BMO Financial Group, either directly or t… – Permanent – Full-time

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