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 developing and executing business development strategies to drive growth opportunities within existing client relationships through strategic cross-selling.
• BMO offers a competitive compensation package including performance-based incentives, health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

Salary

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

Skills & Requirements

Key Requirements

• 7+ years of relevant experience
• Post-secondary degree in related field
• Certified Financial Planner preferred
• MBA certification preferred
• Expert knowledge of bank products and services

Work Rights