Senior Private Banking Director — UHNW Wealth Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based bonuses

Job summary

BMO is seeking a Senior Relationship Manager in Newport Beach, CA to develop and manage high-net-worth client relationships. You will lead cross-functional teams to design credit structures, provide tailored financial planning, and drive profitable growth while maintaining risk controls and regulatory compliance.

The role emphasizes strategic deal execution, collaboration with bankers and advisors, and a consultative approach to meeting clients' financial and personal objectives.

Qualifications

• 7+ years of relevant experience and post-secondary degree in related field or an equivalent combination of education and experience.
• Knowledge of Personal and Commercial credit and non-credit products.
• Strong client service and sales skills with ability to lead planning conversations.

Responsibilities

• Develops and grows profitable banking relationships with high-net-worth clients.
• Leads deal teams to meet client needs and develops credit structures.
• Provides integrated financial planning and tailored advice to meet family goals.
• Maintains risk controls and adheres to regulatory requirements.

Skills

Relationship management

Credit knowledge

Sales and client service

Business development

Analytical thinking

Education

Post-secondary degree

Job description

BMO is seeking a Senior Relationship Manager in Newport Beach, CA to develop and manage high-net-worth client relationships. You will lead cross-functional teams to design credit structures, provide tailored financial planning, and drive profitable growth while maintaining risk controls and regulatory compliance.

The role emphasizes strategic deal execution, collaboration with bankers and advisors, and a consultative approach to meeting clients' financial and personal objectives.