Bank of Montreal
BMO Institutional Sales Vice President
Job Description
Join BMO Global Asset Management as a Vice President, specializing in Institutional Sales & Service in Toronto, ON. Strengthen client relationships while executing investment strategies.
This role requires a high-performance professional skilled in sophisticated client engagement and investment discussions. You will support the BPIC strategy and act as a key liaison for institutional clients. Your expertise will play a vital role in delivering tailored investment insights and enhancing client satisfaction.
Key Responsibilities:
• Support senior leaders in institutional client relationships
• Actively participate in client meetings and follow-ups
• Coordinate client inquiries with portfolio managers
• Lead preparation of investment proposals and materials
• Maintain accurate CRM records for client interactions
Requirements:
• Bachelor's degree in finance, economics, or business
• Completed or progress towards CFA designation
• 4-7 years’ experience in as...
This role requires a high-performance professional skilled in sophisticated client engagement and investment discussions. You will support the BPIC strategy and act as a key liaison for institutional clients. Your expertise will play a vital role in delivering tailored investment insights and enhancing client satisfaction.
Key Responsibilities:
• Support senior leaders in institutional client relationships
• Actively participate in client meetings and follow-ups
• Coordinate client inquiries with portfolio managers
• Lead preparation of investment proposals and materials
• Maintain accurate CRM records for client interactions
Requirements:
• Bachelor's degree in finance, economics, or business
• Completed or progress towards CFA designation
• 4-7 years’ experience in as...