BMO Assistant Manager & Business Manager

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Position Title:  Assistant Manager, Immigration Banking

Company:  Bank of Montreal (China) Co. Ltd., Shanghai Branch Working

Location: Shanghai

Mandate Provide assistance and information on Canadian Banking Services to customers intending to move to Canada or study in Canada. In addition, Assistant Mgr CBS is also accountable to identify and refer High Net Worth customers to BMO Harris Private Bank. This position, under the supervision and direction of the Senior Manager, consults and promotes Immigration Banking Services and interviews potential clients for account opening and related services. Advise clients the Canadian account opening process and liaise with Hong Kong Branch for the completion of process. Utilizing a thorough knowledge of the Bank’s operation and organization in Hong Kong/China and in Canada and the current client needs, the incumbent is also responsible to explore future business opportunities and enhance referral volume to Canada.

Qualifications a) Knowledge: · Undergraduate University Degree or equivalent with minimum 2-3 years Sales Management and/or Sales/Service Manager experience. · Expert knowledge of all sales products, services, processes & procedures and interrelationships. · In-depth knowledge and understanding of Sales/Service operation in China. · Working knowledge of competitive market place and trends in product offerings · Fluent in English and Mandarin

b) Skills: · In-depth Sale & Service orientation skills · Excellent communication and relationship building skills · Planning and organizing skills and ability to manage multiple priorities. · Prossess strong leadership skills and a Team player Submission: Please send CV to

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Job Title: Business Manager Location:Beijing

Mandate – PBS has seen a strong growth in the past two years. As we continue to expand our business, we need this new role to expand PBS capacity in order to onboard and serve more clients – This personnel will play an important role in improving PBS operational effectiveness which directly impacts the delivery of PBS Strategy

Accountabilities (Description) – PBS has seen strong growth in the past. As we continue to expand our business, we need this new role to expand our operational capacity in order to onboard and serve more clients – Reporting to Sr. Manager – Sales Effectiveness, this role will focus on improving PBS operational effectiveness, and manage non-sales tasks by working with multiple teams globally – The person will also work closely with China Co. Operations, Compliance, AML teams, as well as NA teams in order to deliver a seamless client experience

Knowledge and Skills – Solid experience and knowledge of foreign bank(s) in China – Strong organizational skills, with attention to detail – Excellent communication skills in English and Mandarin, both verbally and in writing – Great people skills, ability to work with multiple internal and external parties and partners globally – Result driven and customer service focused – Team player

Submission: Please send CV to

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