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About This Role
The Trust and Estate Consultant delivers high-quality sales to Trust & Estate prospects and clients, providing expertise in all aspects of Trust & Estate management. This role collaborates with the Private Wealth and BMO Client Strategy teams to ensure a holistic client experience. The consultant works remotely and is part of the Wealth Sales & Service job family group. The goal is to deliver an exceptional client experience in conjunction with the families' wealth plan.
Key ResponsibilitiesAI-extracted
- 1Provides high-quality sales to Trust & Estate prospects and clients
- 2Delivers expertise for all aspects of Trust & Estate management
- 3Collaborates with the Private Wealth and BMO Client Strategy teams
- 4Builds and nurtures client relationships to deliver a holistic client experience
RequirementsAI-extracted
- Typically: Strong knowledge of Trust & Estate management principles and practices
- Typically: Excellent sales and client relationship-building skills
- Typically: Ability to work collaboratively in a team environment
- Typically: Strong communication and problem-solving skills
Perks & BenefitsAI-extracted
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