Senior Private Banker

BMO

San Francisco, CA, US
Base: $122,400.00 - $228,000.00; bonus/equity: may...
7+ years of relevant experience
In-depth knowledge of personal and commercial credit
Expert sales and client service skills
The role involves developing, managing, and growing profitable banking relationships with high-net-worth and ultra-high-net-worth clients

Job Summary

  • The role involves developing, managing, and growing profitable banking relationships with high-net-worth and ultra-high-net-worth clients.
  • Candidates will act as a trusted advisor, leading deal teams to design complex balance sheet management solutions and credit structures.
  • The position offers a competitive salary range of $122,400.00 to $228,000.00 along with comprehensive benefits including health insurance and retirement savings plans.

Matching Summary

The role involves developing, managing, and growing profitable banking relationships with high-net-worth and ultra-high-net-worth clients.

Salary

Base: $122,400.00 - $228,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans

Skills & Requirements

Must-have

  • 7+ years of relevant experience
  • In-depth knowledge of personal and commercial credit
  • Expert sales and client service skills
  • Ability to lead deal teams
  • Strong financial planning principles

Nice-to-have

  • Proactive network development
  • Strategic problem solving
  • Cross-group collaboration
  • Data-driven decision making
  • Consultative approach to client goals

Key Requirements

  • 7+ years of relevant experience
  • Post-secondary degree in related field
  • Federal registration with NMLS (SAFE Act)
  • Credit qualifications per bank standards
  • Clean criminal background and credit history

Work Rights

Not specified

Tailored Resume

Cover Letter