Private Wealth Advisor - Director

BMO

Chicago, IL, United States
Base: $102,000.00 - $190,000.00; bonus/equity: not...
On-site
Business development strategy
Client relationship management
Holistic financial advice
Develops and executes business development strategy, sales targets, and sales results for the assigned region

Job Summary

  • Develops and executes business development strategy, sales targets, and sales results for the assigned region.
  • Acts as the primary Relationship Manager for assigned client relationships, leading annual client reviews and producing client reports.
  • Operates at a group/enterprise-wide level, serving as a specialist resource to senior leaders and stakeholders and applying expertise to address complex situations.

Matching Summary

Develops and executes business development strategy, sales targets, and sales results for the assigned region.

Salary

Base: $102,000.00 - $190,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Business development strategy
  • Client relationship management
  • Holistic financial advice
  • Subject matter expert coordination
  • Marketplace presence enhancement

Nice-to-have

  • Proactive client needs identification
  • Cross-group collaboration focus
  • Creative problem-solving

Key Requirements

  • 7+ years of relevant experience
  • Post-secondary degree or equivalent
  • Experience with HNW clients
  • Broad wealth management knowledge
  • Expert knowledge of Bank products/services

Work Rights

Not specified

Tailored Resume

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