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Lead Relationship Manager at BMO - ApplyBlast

Lead Relationship Manager

BMO

3 months ago

3.6 on Glassdoor

Chicago, IL, USA

Onsite

Full Time

Senior

0 applicants

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About this role

This role provides specialized wealth planning for High Net Worth and Ultra High Net Worth clients, focusing on financial, tax, succession, and estate planning. The position involves collaborating with relationship managers to develop comprehensive solutions, drive asset growth, and enhance the client experience through consultative advice and strategic business development.

Responsibilities

Provide customized wealth planning advice to HNW/UHNW clients
Develop complex financial plans leveraging financial analysis
Build and maintain internal and external referral networks
Implement business development strategies to acquire new business
Adhere to banking regulations and risk management frameworks

Skills

Qualifications

Post-graduate degree desirableRelevant professional designation considered an asset

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

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BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.