Senior Private Banker

BMO Financial Group

Unknown, US
Base: $122,400.00 - $228,000.00; bonus/equity: com...
High-net-worth client relationship management
Complex balance sheet management expertise
Credit strategy development and negotiation
The role involves developing and executing a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance

Job Summary

  • The role involves developing and executing a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance.
  • Candidates will act as a trusted advisor to high and ultra-high net worth clients, providing integrated advice to help them achieve their financial goals.
  • BMO offers a comprehensive compensation package including performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

The role involves developing and executing a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance.

Salary

Base: $122,400.00 - $228,000.00; Bonus/Equity: Commission structure and performance-based incentives included; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans

Skills & Requirements

Must-have

  • High-net-worth client relationship management
  • Complex balance sheet management expertise
  • Credit strategy development and negotiation
  • Business plan execution for revenue growth
  • In-depth knowledge of personal and commercial credit

Nice-to-have

  • Trusted advisor mindset for ultra-high net worth
  • Cross-group collaboration skills
  • Strategic problem-solving in ambiguous situations
  • Ability to lead deal teams effectively

Key Requirements

  • 7+ years of relevant experience
  • Post-secondary degree in related field
  • Federal registration with NMLS (SAFE Act)
  • Credit qualifications per bank standards
  • U.S. citizenship or work authorization required

Work Rights

Must meet U.S. work authorization requirements

Tailored Resume

Cover Letter