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Wealth & Client Experience Specialist
Job in
San Rafael, Marin County, California, 94911, USA
Listed on 2026-07-08
Listing for:
Bank of Montreal
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Bank of Montreal is looking for a candidate to provide support for the BMO Family Office business development in San Rafael, California. This role involves preparing business proposals, managing client relationships, and ensuring exceptional service delivery.
The ideal candidate should have 4–6 years of relevant experience, strong communication skills, and proficiency in financial planning and wealth management.
Compensation ranges from $57,500 to $106,500 with various benefits included.
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