Miami Wealth Strategy Director for HNW/UHNW Clients

BMO U.S.; West Palm Beach (FL); On-site; USD 120,000 - 250,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO U.S. is seeking an experienced Senior Relationship Manager to serve high-net-worth clients in the Miami market, integrating banking, investment and comprehensive financial planning.

You will coordinate cross-disciplinary teams to deliver end-to-end solutions, manage client reviews, and deepen wallet share through strategic growth initiatives. The role requires deep knowledge of wealth management products, strong regulatory understanding, and the ability to mentor junior team members while

Qualifications

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or equivalent.
• MBA preferred; CFP preferred.
• Experience dealing with high-net-worth clients and knowledge across wealth management.
• Broad knowledge of bank products, services and capabilities.

Responsibilities

• Act as the primary Relationship Manager for assigned client relationships.
• Lead and assist with creation of relationship plans, financial plans and reviews.
• Conduct Annual Client Reviews to assess needs and retention potential.
• Produce client reports demonstrating value and identify at-risk relationships.
• Ensure timely execution of transactions and client requests.

Skills

Strategic relationship management

Networking

Business development

Commercial acumen

Financial planning

Client service

Collaboration

Customer service

Problem solving

Education

MBA

Certified Financial Planner (CFP)

Bachelor's degree

Job description

BMO U.S. is seeking an experienced Senior Relationship Manager to serve high-net-worth clients in the Miami market, integrating banking, investment and comprehensive financial planning.

You will coordinate cross-disciplinary teams to deliver end-to-end solutions, manage client reviews, and deepen wallet share through strategic growth initiatives. The role requires deep knowledge of wealth management products, strong regulatory understanding, and the ability to mentor junior team members while