UHNW Wealth Director: Strategic Client Relationships

BMO U.S.; Sarasota (FL); On-site; USD 92,000 - 171,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in the United States seeks an experienced Senior Relationship Manager to deliver comprehensive wealth management, spanning banking, investments, and holistic financial planning for HNW/UHNW clients. You will coordinate cross-disciplinary teams to craft tailored client solutions and drive client growth across regions.

The role requires deep understanding of wealth products, regulatory awareness, and a commitment to exceptional client service, with a focus on end-to-end

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 preferred.
• CFP preferred.
• Experience dealing with HNW clients and broad wealth management knowledge.
• Deep knowledge of bank products, services and capabilities.

Responsibilities

• Act as the primary Relationship Manager for assigned client relationships.
• Lead and assist with creation of business proposals or presentations for clients.
• Lead Annual Client Reviews to assess needs and enhance client experience.
• Produce client reports to demonstrate value and assess retention risk.
• Ensure timely execution of transactions and requests.
• Provide tailored banking solutions including credit facilities, mortgages, and liquidity strategies.
• Design and implement investment portfolios and wealth planning strategies.

Skills

Strategic relationship management

Networking

Business development

Commercial acumen

Financial planning

Client service

Collaboration

Customer service

Problem solving

Education

MBA

Certified Financial Planner (CFP)

Job description

BMO Financial Group in the United States seeks an experienced Senior Relationship Manager to deliver comprehensive wealth management, spanning banking, investments, and holistic financial planning for HNW/UHNW clients. You will coordinate cross-disciplinary teams to craft tailored client solutions and drive client growth across regions.

The role requires deep understanding of wealth products, regulatory awareness, and a commitment to exceptional client service, with a focus on end-to-end