Senior Portfolio Strategist & Client Advisor

Bank of Montreal

Denver, CO

JOB DETAILS
SKILLS
Customer Experience, Health Insurance, Investment Management, Investment Strategy, Maintain Compliance, Portfolio Analysis, Retirement Plan, Strategic Planning
LOCATION
Denver, CO
POSTED
Today

Bank of Montreal in Denver seeks a professional to deliver exceptional client experiences in investment management. You will collaborate with teams to analyze portfolios, provide technical expertise, and ensure compliance while developing customized investment strategies and proposals.The ideal candidate will have 5-7 years of relevant experience and a degree in a related field. Offerings include health insurance and retirement savings plans, emphasizing the organization's commitment to equal opportunity.#J-18808-Ljbffr

About the Company

B

Bank of Montreal