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Senior Trust Officer Private Wealth
Job Description & How to Apply Below
Elevate your career as a Senior Trust Officer with BMO Private Wealth & Trust, focusing on ultra-high-net-worth clients. Utilize your expertise in trust and estate planning to enhance client relationships effectively.
BMO Private Wealth & Trust seeks a seasoned Senior Trust Officer to deliver fiduciary expertise while managing complex trust and estate accounts. Leverage strong relationship-management skills and collaborate with internal teams to provide best-in-class client service. Identify growth opportunities and ensure compliance as you build solid client rapport and oversee fiduciary functions.
Key Responsibilities:
• Manage trust and estate accounts efficiently
• Deliver high-quality service to clients
• Identify growth opportunities for business relationships
• Provide technical support for account management
• Prepare proposals meeting policy and profitability standards
Requirements:
• 7+ years of relevant experience required
• Trust and Estate Practitioner (TEP) Certification needed
• Expertise in Trust Tax and Investment Management
• Bachelor’s degree in Finance preferred
• Strong analytical and communication skills necessary
Utilize your fiduciary knowledge and relationship-building skills to serve ultra-high-net-worth clients at BMO Private Wealth.
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Position Requirements
10+ Years
work experience
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