Senior UHNW Wealth Strategy Leader

CIO Applications Europe; Milwaukee (WI); On-site; USD 91,800 - 171,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Milwaukee, WI seeks a Wealth Planning Specialist to deliver tailored financial plans for high-net-worth clients. You will partner with other planning professionals and Relationship Managers to provide comprehensive wealth planning solutions, including tax, succession, and estate planning, while ensuring compliance and client-centric service.

The role emphasizes collaboration, financial analysis, data-driven decision making, and continuous learning to grow client assets and

Qualifications

• Typically between 5 - 9 years of relevant experience and a University degree in relevant field of study.
• Post-graduate degree is desirable.
• Relevant professional designation is considered an asset.

Responsibilities

• Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives.
• Leverages specialized knowledge and experience to partner collaboratively with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overwall wealth planning needs.
• Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship in order to consolidate client assets and inrease revenues.
• Leads/participates in the development/presentation of educational programs in the area(s) of specialized planning within BMO and to clients.
• Develops/maintains internal and external networks and referral sources to ensure ongoing growith of the business.
• Protects the Bank's assets by adhering to all banking and investment regulations, Bank policies and procedures, legal and ethical requirements and regulations, process requirements, and established risk guidelines.
• Implements changes in response to shifting trends.

Skills

Verbal & written communication

Analytical thinking

Influence skills

Collaboration & teamwork

Data-driven decision making

Experience with HNW/UHNW clients

Ability to manage ambiguity

Education

University degree in relevant field

Post-graduate degree desirable

Professional designation asset

Job description

BMO Financial Group in Milwaukee, WI seeks a Wealth Planning Specialist to deliver tailored financial plans for high-net-worth clients. You will partner with other planning professionals and Relationship Managers to provide comprehensive wealth planning solutions, including tax, succession, and estate planning, while ensuring compliance and client-centric service.

The role emphasizes collaboration, financial analysis, data-driven decision making, and continuous learning to grow client assets and