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Wealth Advisor: Strategic Client Growth Leader

Bank of Montreal

Bank of Montreal is seeking an experienced Relationship Manager to deliver advisory-based sales and manage a portfolio of client relationships in the Los Angeles area. You will coordinate a team of experts to craft solutions, develop business development strategies, and lead client reviews to enhance retention and growth. The role requires broad wealth management knowledge, MBA/CFP, and strong communication and analytical skills. #J-18808-Ljbffr Bank of Montreal

Vacancy posted 2 days ago
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