14 Oct
BMO Financial Group
Toronto
Date limite pour présenter sa candidature :
11/03/2024
Adresse :
100 King Street West
Groupe de famille d'emploi :
Solutions clientèle
Overview:
As an Associate with the Strategic Account Management team at BMO Global Asset Management, you will be instrumental in enhancing the firm's relationships with both existing and prospective clients. Your role will involve driving ongoing service enhancements, collaborating with internal teams, external partners, and clients to execute strategic initiatives, and contributing to the achievement of business goals. The ideal candidate will possess a solid understanding and expertise in investment solutions and services.
Key Responsibilities:
- Relationship Management:
Cultivate and maintain strong relationships with existing and potential clients, addressing their inquiries and needs promptly and professionally.
- Product Knowledge: Develop a deep understanding of the firm's products and services to effectively articulate value propositions.
- Pitch Development: Collaborate with the marketing team to create compelling pitch materials and presentations tailored to specific client needs and preferences.
- Product Launch Execution: Collaborate on product launches by coordinating with internal and external stakeholders.
- Performance Tracking: Monitor sales performance metrics, track client engagement, and generate regular monthly and quarterly reports for internal management.
- Relationship Building: Build and maintain strong relationships with BMO GAM teams, external partners, industry players, including institutional investors, family offices, and financial advisors.
- Client Servicing: Provide exceptional client service throughout the sales cycle,
from initial contact to post-sale support and relationship management.
- CRM Management: Responsible for the Team’s CRM process. Utilize available CRM systems effectively to track interactions, manage client data, and generate actionable insights for business development.
- Feedback Implementation: Use client and investor feedback to drive product and service improvements, enhancing overall client satisfaction and retention.
- Compliance Adherence: Ensure compliance with regulatory requirements and internal policies in all sales and investor relations activities.
- Ethical Conduct: Uphold the highest standards of integrity, professionalism, and ethical conduct in all interactions with clients, investors, and colleagues.
- Cross-functional Collaboration:
Work closely with other departments such as legal, finance, and operations to streamline processes and enhance client experience.
- Problem Solving: Address client inquiries, concerns, and challenges promptly and effectively, demonstrating a solutions-oriented approach.
Qualifications:
- Bachelor's degree in finance, business, economics, or related field.
- Progressing toward CFA designation or advanced business or financial analysis degree is preferred.
- 4-5 years of financial services sales experience.
- Strong understanding of private markets industry, financial products, investment strategies, and market dynamics.
- Sound grasp of key concepts of portfolio management theory as well as the ability to analyze,
interpret and communicate portfolio performance and investment characteristics.
- Excellent communication, presentation, and interpersonal skills.
- Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
- Proficiency in CRM systems, Microsoft Office Suite, including Excel and PowerPoint.
- Demonstrated ability to build and maintain relationships with clients, investors, and industry partners.
- Attention to detail, analytical mindset, and problem-solving skills.
- Commitment to professional growth and continuous learning.
- Ability and willingness to travel.
- Proficiency in a foreign language such as French, Mandarin, Cantonese, etc. is a plus.
Working Conditions:
Travel is required to meet client needs and support business development activities.
Salaire :
$76,300.00 - $142,100.00
Type de rémunération :
Salaire
Ce qui précède représente la fourchette et le type de rémunération de BMO Groupe financier.
Les salaires varieront en fonction de facteurs comme l’emplacement, les compétences, l’expérience, les études et les qualifications pour le poste et pourront inclure une structure de commissions.
La rémunération totale offerte par BMO variera selon le type de rémunération associé au poste et peut comprendre des primes de rendement, des primes discrétionnaires ainsi que d’autres avantages et récompenses.
BMO s'engage à offrir un milieu de travail inclusif, équitable et accessible.
Nous apprenons de nos différences et tirons notre force des gens et de leurs différents points de vue. Des mesures d’adaptation sont disponibles sur demande pour les candidats qui participent à tous les aspects du processus de sélection.
Remarque aux recruteurs : BMO n’accepte pas les curriculum vitæ non sollicités provenant de toute source autre que le candidat directement.
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▶️ Senior associate - strategic account management
🖊️ BMO Financial Group
📍 Toronto