Senior Wealth Advisor & Relationship Lead

Hispanic Alliance for Career Enhancement

West Palm Beach (FL)

On-site

USD 102,000 - 190,000

Full time

14 days+

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Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group in West Palm Beach is seeking a senior Relationship Manager to serve high-net-worth clients with a comprehensive wealth management experience, integrating banking solutions, investments, and planning. The role combines credit and lending proficiency with investment expertise to deliver end-to-end financial advice.

You will lead client reviews, build deep client relationships, and coordinate multi-disciplinary teams to deliver tailored wealth solutions while ensuring

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.

Responsibilities

Act as the primary Relationship Manager for assigned client relationships and coordinate all financial needs.
Lead cross-functional teams to craft integrated wealth solutions and client proposals.
Conduct Annual Client Reviews to reassess needs and enhance client experience.

Skills

Strategic relationship management

Networking

Business Development

Financial planning

Client service

Collaboration

Problem Solving

Education

MBA

Certified Financial Planner (CFP)

Job description

You will lead client reviews, build deep client relationships, and coordinate multi-disciplinary teams to deliver tailored wealth solutions while ensuring

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