Elevate your career as a Portfolio Manager in Treasury Solutions with BMO, focusing on consultative sales and client-facing engagements. Enhance cash flow solutions for your clients.
As a Portfolio Manager at BMO, your role will involve deep engagement with clients to drive new business and strengthen relationships through tailored treasury and payment solutions. You will analyze financial data and leverage market insights to improve client strategies. Experience in treasury management is essential for optimizing working capital and addressing client pain points effectively.
Key Responsibilities:
• Acquire new clients and expand portfolios through consultative sales
• Analyze client needs to deliver customized treasury solutions
• Collaborate with internal teams for seamless implementation
• Build advocacy for innovative payment solutions within the client base
• Foster brand presence at community and industry events
Requirements:
• 3–6 years experience in tr...