UHNW Private Banker & Trusted Wealth Advisor

BMO U.S.; Minneapolis (MN); On-site; USD 100,000 - 220,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO U.S. is seeking an experienced banker for high-net-worth client relationships in the U.S. market, focusing on comprehensive balance sheet solutions and exceptional service. The role collaborates with branch and regional teams to drive revenue while maintaining risk controls.

The position emphasizes relationship leadership, cross-functional teamwork, and the ability to develop credit strategies and sophisticated client solutions, with a strong emphasis on client advisory excellence.

Qualifications

• In-depth knowledge of Personal and Commercial credit products.
• Strong sales and client service capabilities.
• Ability to lead in-depth planning conversations.
• Analytical and problem solving skills.

Responsibilities

• Develops, manages, retains and grows profitable banking relationships with high-net-worth clients.
• Leads deal teams to meet client needs and grows referrals.
• Builds relationships with client advisors to develop credit and tax-favourable structures.

Skills

Relationship management

Credit knowledge

Sales & client service

Strategic planning

Data-driven decisions

Education

Post-secondary degree

Job description

BMO U.S. is seeking an experienced banker for high-net-worth client relationships in the U.S. market, focusing on comprehensive balance sheet solutions and exceptional service. The role collaborates with branch and regional teams to drive revenue while maintaining risk controls.

The position emphasizes relationship leadership, cross-functional teamwork, and the ability to develop credit strategies and sophisticated client solutions, with a strong emphasis on client advisory excellence.