Senior Private Banker

BMO

Los Angeles, CA, United States
Base: $122,400.00 - $228,000.00; bonus/equity: not...
On-site
High-net-worth client management
Business development
Credit strategy development
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

Base: $122,400.00 - $228,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • high-net-worth client management
  • business development
  • credit strategy development
  • financial planning principles

Nice-to-have

  • trusted advisor
  • collaborative team player
  • strategic initiative execution

Key Requirements

  • 7+ years of relevant experience
  • Post-secondary degree or equivalent
  • Licensing and certification requirements
  • Credit Qualifications and knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter