Private Wealth Advisor - Director

BMO

Chicago, IL, US
Base: $102,000.00 - $190,000.00; bonus/equity: may...
7+ years of relevant experience
Hnw client relationship management
Holistic financial planning approach
The role involves providing advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospect and client relationships

Job Summary

  • The role involves providing advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospect and client relationships.
  • Candidates will act as the primary Relationship Manager, leading annual client reviews and coordinating with subject matter experts to craft integrated solutions.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The role involves providing advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospect and client relationships.

Salary

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

Skills & Requirements

Must-have

  • 7+ years of relevant experience
  • HNW client relationship management
  • Holistic financial planning approach
  • Cross-functional team leadership
  • Regulatory compliance adherence

Nice-to-have

  • MBA certification preferred
  • Certified Financial Planner designation
  • Creative problem solving skills
  • Strategic initiative execution
  • Industry best practice networking

Key Requirements

  • 7+ years of relevant experience
  • Post-secondary degree in related field
  • Experience dealing with HNW clients
  • In-depth knowledge of Bank products
  • Expert verbal and written communication

Work Rights

Not specified

Tailored Resume

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