Senior Wealth Advisor for High-Net-Worth Clients

BMO U.S.; Minneapolis (MN); On-site; USD 102,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Tuition reimbursement

Disability & life insurance

Job summary

BMO Financial Group is looking for a seasoned Senior Relationship Manager to develop and grow profitable banking relationships with high-net-worth clients in the U.S. You will collaborate with branch and regional teams to identify referrals, coordinate deal teams, and provide personalized service and expert advice on complex balance sheet management.

You will lead credit discussions, partner with client advisors, and design tailored financing structures while maintaining risk controls and

Qualifications

• Typically 7+ years of relevant experience and a post-secondary degree or equivalent.
• Credit knowledge and experience in Personal and Commercial products.
• Strong sales and client service skills with a record of business development.

Responsibilities

• Develops, manages, retains, and grows profitable banking relationships with high-net-worth clients and prospects.
• Leads a deal team to meet client needs when acting as the lead relationship manager.
• Designs credit strategies and planning to meet client financial goals.

Skills

Relationship management

Strategic planning

Sales / business development

Data-driven decision making

Education

Post-secondary degree

Job description

BMO Financial Group is looking for a seasoned Senior Relationship Manager to develop and grow profitable banking relationships with high-net-worth clients in the U.S. You will collaborate with branch and regional teams to identify referrals, coordinate deal teams, and provide personalized service and expert advice on complex balance sheet management.

You will lead credit discussions, partner with client advisors, and design tailored financing structures while maintaining risk controls and