Senior Wealth Advisor for High-Net-Worth Clients

Hispanic Alliance for Career Enhancement; Madison (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 the United States is seeking a senior Relationship Manager for high-net-worth clients to deliver a comprehensive wealth management experience integrating banking, investments, and planning. You will coordinate cross-disciplinary teams to craft tailored financial solutions and manage complex client relationships.

The role emphasizes growth within existing portfolios, development of business strategies, and leadership in client reviews, reporting, and risk management.

Qualifications

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• 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 / expert knowledge of Bank products, services and capabilities.
• Seasoned professional with a combination of education, experience and industry knowledge.

Responsibilities

• Proactively identifies growth opportunities within existing client relationships and drives wallet share through cross-selling and relationship deepening.
• Drives complex acquisition strategies for One Client delivery through partnerships with Retail, Commercial and Capital Markets.
• Develops and executes the business development strategy, sales targets and sales results for the assigned region.
• Builds networks and referral sources to grow business in the portfolio / jurisdiction.
• Leads the execution of strategic initiatives to deliver business and financial goals.
• Acts as the central point of contact for clients, coordinating all aspects of their financial needs.
• Provides tailored banking solutions including credit facilities, mortgages, and liquidity strategies.
• Designs and implements investment portfolios and wealth planning strategies (retirement, estate, tax optimization).

Skills

Strategic relationship management

Networking

Business Development

Commercial acumen

Financial planning

Client service

Collaboration

Customer Service

Problem Solving

Education

MBA

Certified Financial Planner (CFP)

Post-secondary degree in related field

Job description

BMO Financial Group in the United States is seeking a senior Relationship Manager for high-net-worth clients to deliver a comprehensive wealth management experience integrating banking, investments, and planning. You will coordinate cross-disciplinary teams to craft tailored financial solutions and manage complex client relationships.

The role emphasizes growth within existing portfolios, development of business strategies, and leadership in client reviews, reporting, and risk management.