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 Pra...