UHNW Wealth Strategy Architect

BMO; Naples (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 seeks an experienced wealth planning professional in Naples, FL to provide customized advice and sophisticated planning for HNW/UHNW clients. You will collaborate with private bankers and advisors to deliver comprehensive方案 that align with long-term goals.

The role emphasizes regulatory knowledge, client discovery, and high-touch service. It includes opportunities to develop training materials and client-facing resources, with a strong emphasis on growth and client retention.

Qualifications

• Typically between 5 - 9 years of relevant experience and a University degree in relevant field of study.
• Post-graduate degree is desirable.
• Relevant professional designation is considered an asset.
• Experience dealing with HNW/UHNW clients.

Responsibilities

• Provides customized advice and specialized planning services to HNW/UHNW client segments.
• Facilitates goals-based discovery with clients and ensures data capture and plan creation standards are met.
• Acts as a subject matter expert in wealth planning regulations and policies to provide insights and solutions to clients.
• Develops content in specialized planning for training materials and client-facing resources.
• Leads development and presentation of educational programs in wealth planning within BMO and to clients.

Skills

Verbal & written communication

Analytical and problem solving

Influence skills

Collaboration & team skills

Data driven decision making

Experience with HNW/UHNW clients

Education

University degree in relevant field

Post-graduate degree desirable

Relevant professional designation asset

Job description

BMO Financial Group seeks an experienced wealth planning professional in Naples, FL to provide customized advice and sophisticated planning for HNW/UHNW clients. You will collaborate with private bankers and advisors to deliver comprehensive方案 that align with long-term goals.

The role emphasizes regulatory knowledge, client discovery, and high-touch service. It includes opportunities to develop training materials and client-facing resources, with a strong emphasis on growth and client retention.