Senior Private Banker: Trusted Wealth Advisor & Growth Lead

BMO; Regina; On-site; CAD 65,000 - 123,000; Full time

Job summary

A leading financial institution is seeking a professional to develop and manage profitable banking relationships with high-net-worth clients. The role involves executing business plans to grow banking revenue while ensuring compliance with risk policies. The ideal candidate will have strong skills in client management and business development, with a focus on financial solutions tailored to individual client needs.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• 5-7 years of relevant experience.
• Must meet licensing and certification requirements.
• Expertise in personal and commercial credit products.

Responsibilities

• Develops and manages banking relationships with high-net-worth clients.
• Identifies client needs and develops tailored solutions.
• Contributes to the profitability of the assigned portfolio.

Skills

Client relationship management

Business development

Sales expertise

Analytical skills

Communication skills

Education

Post-secondary degree in related field

Job description

A leading financial institution is seeking a professional to develop and manage profitable banking relationships with high-net-worth clients. The role involves executing business plans to grow banking revenue while ensuring compliance with risk policies. The ideal candidate will have strong skills in client management and business development, with a focus on financial solutions tailored to individual client needs.