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Job description
Bank of Montreal in New York is seeking a seasoned Wealth Sales & Service professional to deliver investment guidance, fiduciary leadership, and comprehensive client service within a multi‑team environment.
The role focuses on portfolio management, regulatory compliance, and collaboration with senior leaders to drive business strategy and client outcomes. A strong track record in equity and fixed income markets, along with MBA or Finance certification, is preferred.
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.