Private Wealth Advisor, Director
BMO US(25 days ago)
About this role
A Relationship Manager in Wealth Sales & Service provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospective and existing high-net-worth clients. The role delivers holistic financial advice, coordinates subject-matter experts to craft integrated solutions, and acts as a specialist resource across the enterprise.
Required Skills
- Advisory Sales
- Relationship Management
- Business Development
- Financial Planning
- Client Retention
- Stakeholder Management
- Compliance
- Data Analysis
- Strategic Planning
- Change Management
+1 more
Qualifications
- Post-Secondary Degree
- MBA (Preferred)
- Certified Financial Planner (Preferred)
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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