Senior Private Banker

BMO

San Francisco, CA, United States
$122,400.00 - $228,000.00; not specified; health i...
Develop profitable client relationships
Manage complex balance sheet needs
Execute business plan for revenue growth
Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects

Job Summary

  • Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects.
  • Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects.

Salary

$122,400.00 - $228,000.00; Not specified; health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans

Skills & Requirements

Must-have

  • Develop profitable client relationships
  • Manage complex balance sheet needs
  • Execute business plan for revenue growth
  • Proactively develop referral networks
  • Provide superior client service
  • Lead deal teams for client needs

Nice-to-have

  • Act as trusted advisor
  • Enhance BMO's reputation
  • Collaborate with professional advisors
  • Think creatively to address ambiguity

Key Requirements

  • 7+ years relevant experience
  • Post-secondary degree or equivalent
  • Meet licensing and certification requirements
  • Credit qualifications and knowledge
  • In-depth knowledge of credit/non-credit products
  • In-depth sales and client service skills
  • In-depth business development skills
  • Expert relationship management skills
  • Able to work independently
  • Seasoned professional
  • In-depth verbal & written communication skills
  • In-depth analytical and problem solving skills
  • In-depth influence skills
  • In-depth collaboration & team skills
  • Able to manage ambiguity
  • In-depth data driven decision making
  • Federal registration with NMLS (US Only)

Work Rights

Not specified

Tailored Resume

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