Senior Trust Officer Private Wealth

Position: Senior Trust Officer at BMO Private Wealth
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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