Director, Wealth & UHNW Relationship Management

BMO U.S.; Naples (FL); On-site; USD 92,000 - 171,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plans

Tuition reimbursement

Accident and life insurance

Job summary

BMO Financial Group seeks a seasoned Relationship Manager to serve high-net-worth and ultra-high-net-worth clients in a comprehensive wealth management capacity in the U.S. The role blends banking, investment, and planning expertise, coordinating multi-disciplinary teams to deliver end-to-end financial solutions.

The position emphasizes growth within existing relationships, cross-selling, and strategic client engagement, with a focus on risk management, regulatory adherence, and delivering

Qualifications

• Typically 7+ years of relevant experience and a post-secondary degree.
• MBA certification preferred.
• Certified Financial Planner is preferred.
• Experience dealing with HNW clients and equivalent knowledge base.
• Broad knowledge of all facets of wealth management.
• In-depth knowledge of bank products, services and capabilities.
• Seasoned professional with a combination of education, experience and industry knowledge.

Responsibilities

• Identify and grow wallet share within existing client relationships.
• Drive complex acquisition strategies for One Client delivery through partnerships with Retail, Commercial and Capital Markets.
• Develop and execute the business development strategy, sales targets and sales results for the assigned region.
• Network with internal and external sources to grow business in the assigned portfolio/jurisdiction.
• Collaborate with internal specialists to deliver holistic wealth solutions and plan clients’ financial needs.
• Act as the primary Relationship Manager for assigned client relationships and lead client reviews.
• Prepare business proposals or presentations and annual client reviews with the team.
• Produce client reports and assess client risk for retention.
• Ensure timely execution of transactions and requests and monitor performance.

Skills

Relationship management

Networking

Business development

Financial planning

Client service

Collaboration

Customer service

Problem solving

Education

MBA

CFP preferred

Post-secondary degree

Job description

BMO Financial Group seeks a seasoned Relationship Manager to serve high-net-worth and ultra-high-net-worth clients in a comprehensive wealth management capacity in the U.S. The role blends banking, investment, and planning expertise, coordinating multi-disciplinary teams to deliver end-to-end financial solutions.

The position emphasizes growth within existing relationships, cross-selling, and strategic client engagement, with a focus on risk management, regulatory adherence, and delivering