Senior Private Banker & UHNW Trusted Advisor

BMO U.S.; Newport Beach (CA); On-site; USD 120,000 - 250,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group seeks a senior relationship leader to develop and grow a portfolio of high-net-worth clients in the United States. You will lead deal teams, structure credit strategies, and ensure profitable pricing while managing risk.

Role requires deep client advisory skills, cross-functional collaboration, and the ability to execute strategic initiatives in a regulated environment. Strong knowledge of credit and financial planning is essential.

Qualifications

• Typically 7+ years of relevant experience and post-secondary degree in related field or equivalent.
• Must meet licensing and certification requirements for the team/branch/jurisdiction.
• Credit qualifications and knowledge according to the standards established within the credit qualification process.

Responsibilities

• Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects.
• Leads deal teams to meet client needs and build a profitable portfolio.
• Provides integrated and customized advice to help clients meet financial goals using a consultative approach.

Skills

Relationship management

Sales

Strategic planning

Analytical skills

Communication

Collaboration

Negotiation

Data-driven decision making

Education

Bachelor's degree or equivalent

Job description

BMO Financial Group seeks a senior relationship leader to develop and grow a portfolio of high-net-worth clients in the United States. You will lead deal teams, structure credit strategies, and ensure profitable pricing while managing risk.

Role requires deep client advisory skills, cross-functional collaboration, and the ability to execute strategic initiatives in a regulated environment. Strong knowledge of credit and financial planning is essential.