Senior Wealth Advisor & Relationship Director

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Senior Relationship Manager to serve high-net-worth and ultra-high-net-worth clients, delivering a comprehensive wealth management experience that integrates banking, investments and holistic financial planning. You will coordinate cross-functional teams to craft and execute creative client solutions and manage end-to-end financial advice.

The role emphasizes strong relationship management, growth through cross-sell, and leadership in client reviews and reporting

Qualifications

• Typically 7+ years of relevant experience and post-secondary degree or equivalent.
• 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 knowledge of bank products, services and capabilities.

Responsibilities

• Acts as the primary Relationship Manager for assigned client relationships.
• Leads Annual Client Review with team members to evaluate changing needs and client experience.
• Develops and executes the business development strategy and sales targets for the assigned region.
• Coordinates multi-disciplinary teams to craft and execute creative wealth management solutions.
• Drives cross-sell and wallet share through proactive client relationship management.
• Produces client reports and dashboards to demonstrate value and monitor retention risk.

Skills

Strategic relationship management

Networking

Business Development

Commercial acumen

Financial planning

Client service

Collaboration

Customer Service

Problem Solving

Education

MBA certification preferred

Certified Financial Planner preferred

Job description

BMO Financial Group is seeking a Senior Relationship Manager to serve high-net-worth and ultra-high-net-worth clients, delivering a comprehensive wealth management experience that integrates banking, investments and holistic financial planning. You will coordinate cross-functional teams to craft and execute creative client solutions and manage end-to-end financial advice.

The role emphasizes strong relationship management, growth through cross-sell, and leadership in client reviews and reporting