More jobs:
BMO Senior Director of Business Finance
Job in
Calgary, Alberta, D3J, Canada
Listed on 2026-06-24
Listing for:
Bank of Montreal
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Portfolio Manager, Wealth Management -
Management
Portfolio Manager, Wealth Management
Job Description & How to Apply Below
This leadership role involves developing strategies for managing substantial client portfolios while ensuring compliance with banking regulations. You will utilize your deep understanding of market trends and client needs to implement innovative financial solutions and drive revenue through effective cross-selling initiatives. Your experience in structuring complex transactions will be crucial to building strong long-term partnerships.
Key Responsibilities:
• Manage and enhance high-value client portfolios
• Negotiate and structure complex financial deals
• Implement strategies for client engagement and retention
• Analyze market and competitive landscape for insights
• Report to leadership on market trends and strategy
Requirements:
• 10+ years in portfolio management or relationship management
• Bachelor’s degree required, preferably in finance
• Expertise in negotiation and customer service
• Strong grasp of regulatory compliance best practices
• Proven ability in project and change management
Bring your specialized skills in commercial banking to drive BMO's success in the market.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×