Fiduciary Account Management Leader

1 day ago


Pretoria, Gauteng, South Africa BMO Full time

Company Overview:

BMO Financial Group is a leading financial institution with a strong commitment to excellence and innovation. We are driven by a shared Purpose: Boldly Grow the Good in business and life.

We strive to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

Job Summary:

We are seeking an experienced Regional Director, Trust to join our team. As a key leader in our Wealth Sales & Service group, you will be responsible for providing high-quality administration, relationship management, and sales to Trust & Estate clients, delivering an exceptional client experience.

The successful candidate will have a proven track record of leadership and technical expertise, with a broad and diverse background in the financial services industry. You will lead teams to achieve business objectives, manage trust accounts, and develop strategies to grow existing relationships and develop new business opportunities.

This is an exciting opportunity to work with a talented team of professionals who are passionate about delivering exceptional results. If you are a seasoned expert with a passion for innovation and a drive to succeed, we encourage you to apply.

Salary: $103,500 - $192,500 per year

Responsibilities:

  • Leverage your technical expertise to provide high-quality administration, relationship management, and sales to Trust & Estate clients.
  • Lead teams to achieve business objectives, including managing trust accounts, developing strategies to grow existing relationships, and identifying new business opportunities.
  • Develop and implement innovative solutions to improve operational efficiency and effectiveness.
  • Collaborate with cross-functional teams to drive business results and achieve strategic goals.
  • Stay up-to-date with industry trends, regulations, and best practices to ensure compliance and deliver exceptional results.

Requirements:

  • Typically 9+ years of relevant experience and post-secondary degree in a related field of study or equivalent combination of education and experience.
  • Professional certifications and/or advanced degrees preferred (e.g., JD, TEP).
  • Expert knowledge and technical proficiency related to private wealth management strategies, issues, and trends.
  • Broad and diverse background in financial services industry and expert knowledge of banking services for high net worth markets.
  • Expert knowledge of all applicable compliance and industry regulations.
  • Seasoned expert with extensive industry knowledge.
  • Verbal and written communication skills - Expert.
  • Analytical and problem-solving skills - Expert.
  • Influence skills - Expert.
  • Collaboration and team skills, with a focus on cross-group collaboration - Expert.
  • Able to manage ambiguity.
  • Data-driven decision making - Expert.

Benefits:

BMO offers a comprehensive compensation package that includes a competitive salary, performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit our website.



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