Duties: Provide competitive pricing to clients, including comprehensive account coverage and client development, to increase revenue for the assigned territory. Develop and distribute strategic business plans for well-established sources for business. Work closely with sales, trading and research teams to provide seamless client coverage, including fulfilling client requests for market updates and providing clients with specific product information. Respond to inquiries from clients, regulatory agencies and members of the business community and determine acceptable solutions. Present investment services to customers and develop client prospects from among current customers, referral leads and other sources. Analyze research and translate into manageable information for clients. Develop marketing ideas to help initiate transactions through appropriate presentation of financial data. Provide clients with highlights and the big picture to facilitate sales and trading. Analyze and interpret technical journals, financial reports and legal documents to serve client needs. Interpret an extensive variety of technical instructions in mathematical and diagram form and consider several abstract and concrete variables. Define problems, collect data, establish facts and draw valid conclusions. Manage the risk, Profit and Loss (P&L) and limits of a trading book to reduce exposure in developing and delivering client strategies.. Qualifications. Requirements: Bachelor's degree or foreign education equivalent in Accounting, Economics, Mathematics, Statistics or Business Administration and three (3) years of experience developing capital markets, pricing, sales, trading and hedging strategies. Special Requirements (quantitative experience not applicable to this section): performing risk management and fundamental analysis to develop investment strategies; and identifying and analyzing events, including macro and economic events, sector and company events and political events, that may affect interest rates and impact the financial markets.. We're here to help. At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do - helping people is in our DNA. For 200 years we have thought about the future--the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank.. As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.. To find out more visit us at BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.. Serving customers for 200 years and counting, BMO is a highly diversified financial services provider - the 8th largest bank, by assets, ... Associated topics: analyse, analyst, bid, commercial, construction, cost estimator, estimate, estimator, price, representative
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