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Portfolio Manager Wealth Management

Regional Growth Leader, Emerging Middle Market

Job in Chino, San Bernardino County, California, 91708, USA
Listing for: BMO U.S.
Full Time position
Listed on 2026-01-28
Job specializations:
  • Management
    Portfolio Manager, Wealth Management
Job Description & How to Apply Below
A leading financial institution is looking for a Regional Manager in California to lead their Emerging Middle Market Group. The successful candidate will have over 10 years of experience in relationship management, focusing on client acquisition and market share growth. Responsibilities include overseeing high-value portfolios, managing client relationships, and executing strategic initiatives to enhance client satisfaction.

This role offers competitive salary and robust benefits including health insurance and retirement savings plans.
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