Wealth Advisor Director

BMO

Miami, FL, US
Base: $102,000.00 - $190,000.00; bonus/equity: inc...
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High-net-worth client relationship management
Investment portfolio design and execution
Strategic cross-selling and wallet share growth
** BMO is seeking a Wealth Advisor Director in Miami, FL, to manage high-net-worth and ultra-high-net-worth clients, providing comprehensive wealth management solutions. The ideal candidate will have extensive experience in relationship management, investment strategies, and financial planning, along with strong business development acumen. **

Job Summary

  • This role serves as the primary relationship manager for high-net-worth and ultra-high-net-worth clients, delivering comprehensive wealth management experiences.
  • The position requires coordinating multi-disciplinary teams to craft creative solutions while driving growth through strategic cross-selling and deepening client relationships.
  • BMO offers a competitive compensation package including performance-based incentives, discretionary bonuses, health insurance, and retirement savings plans.

Matching Summary

Match Score: 75

** BMO is seeking a Wealth Advisor Director in Miami, FL, to manage high-net-worth and ultra-high-net-worth clients, providing comprehensive wealth management solutions. The ideal candidate will have extensive experience in relationship management, investment strategies, and financial planning, along with strong business development acumen. **

Salary

Base: $102,000.00 - $190,000.00; Bonus/Equity: Includes commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans

Skills & Requirements

Must-have

  • High-net-worth client relationship management
  • Investment portfolio design and execution
  • Strategic cross-selling and wallet share growth
  • Holistic financial planning expertise
  • Credit and lending proficiency

Nice-to-have

  • MBA certification preferred
  • Certified Financial Planner designation
  • Strong internal and external networking skills
  • Experience with complex acquisition strategies
  • Ability to mentor junior team members

Key Requirements

  • 7+ years of relevant experience in wealth management
  • Post-secondary degree in related field required
  • In-depth knowledge of bank products and services
  • Advanced proficiency in strategic relationship management
  • Demonstrated ability to manage HNW/UHNW client portfolios

Work Rights

Not specified

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