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Strategic Trust Director

1 month ago

Pretoria, Gauteng, South Africa BMO Full time

About the Role:


We are seeking an experienced Regional Trust Director to lead our Trust & Estate services team in BMO. As a key member of our leadership team, you will be responsible for providing strategic direction and technical expertise to ensure high-quality administration, relationship management, and sales to our Trust & Estate clients.



Key Responsibilities:

  • Lead a team of trust professionals to deliver exceptional client experiences and ensure compliance with regulatory requirements.
  • Develop and implement strategies to grow existing relationships and develop new business opportunities.
  • Collaborate with other departments to ensure alignment with BMO's objectives and provide thought leadership on industry trends and best practices.
  • Analyze performance results and develop action plans to address gaps and improve overall performance.
  • Provide technical support to team members and ensure they have the necessary tools and training to perform their duties effectively.
  • Manage trust, agency, or probate accounts as a trustee and act as a relationship manager for assigned clients.
  • Act as a trusted advisor to senior leaders and provide recommendations on business decisions and strategic initiatives.
  • Network with industry contacts to gather competitive insights and best practices.
  • Recommends measures to improve organizational effectiveness and implement changes as required.


Requirements:

  • Typically 9+ years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • Professional certifications and/or advanced degrees preferred: JD and TEP
  • Expert knowledge and technical proficiency related to private wealth management strategies, issues, and trends.
  • Broad and diverse background in the 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 and technical leadership.
  • Verbal and written communication skills - Expert.
  • Analytical and problem-solving skills - Expert.
  • Influence skills - Expert.
  • Collaboration and team skills - Expert.
  • Able to manage ambiguity.
  • Data-driven decision-making - Expert.


What We Offer:

BMO Financial Group offers a competitive salary range of $103,500.00 - $192,500.00 and a comprehensive benefits package including performance-based incentives and discretionary bonuses.


We strive to create a workplace that is inclusive, equitable, and accessible. We are committed to providing accommodations on request for candidates taking part in all aspects of the selection process.


BMO Financial Group is an equal opportunities employer and welcomes applications from diverse candidates.