Managing Director, Wealth Management

Bmousbenefits

1 W Main Street, ,
Base: $123,300.00 - $214,200.00; bonus/equity: not...
Develops and manages profitable banking relationships
High-net-worth client management
Develops and executes business plan
Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects, assisting in the design, development and delivery of solutions that meet complex balance sheet management needs

Job Summary

  • Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects, assisting in the design, development and delivery of solutions that meet complex balance sheet management needs.
  • Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank’s risk tolerance and fostering a culture aligned to BMO purpose, values and strategy.
  • Attracts, retains, and enables the career development of top talent, improving team performance, recognizing and rewarding performance, coaching employees, supporting their development, and managing poor performance.

Matching Summary

Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects, assisting in the design, development and delivery of solutions that meet complex balance sheet management needs.

Salary

Base: $123,300.00 - $214,200.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Develops and manages profitable banking relationships
  • High-net-worth client management
  • Develops and executes business plan
  • Drives revenue growth and retention
  • Expert financial planning and advisory
  • Manages credit risk and loan portfolio

Nice-to-have

  • Fosters diversity and inclusion
  • Role models BMO values
  • Builds interdependent teams
  • Acts as a trusted advisor
  • Enhances BMO's reputation

Key Requirements

  • 9+ years relevant experience
  • Post-secondary degree or equivalent
  • Licensing and certification requirements
  • Credit qualifications and knowledge
  • Expert leadership and people management skills
  • Expert negotiation skills
  • Proven track record in business growth

Work Rights

Not specified

Tailored Resume

Cover Letter