Senior Wealth Advisor for UHNW Relationships

Bank of Montreal; United States; On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal (BMO) is seeking an experienced Relationship Manager to deliver a comprehensive wealth management experience for high-net-worth clients. You will coordinate banking, investment, and planning solutions, aligning with client goals and regulatory requirements.

The role requires 5–7 years in wealth management with strong relationship management, business development, and advisory skills. MBA or CFP preferred; hybrid or flexible approaches may apply in some regions.

Qualifications

• Typically 5–7 years of relevant wealth management experience.
• MBA or CFP credentials preferred.
• Deep understanding of wealth products, services, and regulatory considerations.

Responsibilities

• Serve as primary relationship manager for HNW/UHNW clients.
• Develop and execute business development plans and sales targets.
• Coordinate cross-functional teams to deliver integrated banking, investment, and planning solutions.
• Prepare client proposals, reviews and regular performance reporting.
• Maintain up-to-date knowledge of markets, products, and regulatory changes.

Skills

Relationship management

Business development

Financial planning

Client service

Networking

Education

MBA preferred

CFP certification preferred

Post-secondary degree

Job description

Bank of Montreal (BMO) is seeking an experienced Relationship Manager to deliver a comprehensive wealth management experience for high-net-worth clients. You will coordinate banking, investment, and planning solutions, aligning with client goals and regulatory requirements.

The role requires 5–7 years in wealth management with strong relationship management, business development, and advisory skills. MBA or CFP preferred; hybrid or flexible approaches may apply in some regions.