Job Description
Mandarin speaking language capabilities.
BMO Private Wealth & Trust is a high‑touch, client‑centric business that supports ultra‑high‑net‑worth individuals and families across all aspects of trust and estate planning and administration.
The Trust Associate provides high‑quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.
Responsibilities
- Assists in preparing new business proposals or presentations to clients/prospects based upon their needs.
- Develops, maintains, and services client relationships.
- Identifies areas of improvement to support overall client experiences.
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