Director, Ultra-high Net Worth Lending, Private Wealth

BMO

Montreal, Canada
Base: $86,000.00 - $160,000.00; bonus/equity: not ...
Ultra-high net worth lending expertise
Proactive credit analysis and structuring
Portfolio monitoring and management
Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers

Job Summary

  • Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers.
  • Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers.

Salary

Base: $86,000.00 - $160,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Ultra-high net worth lending expertise
  • Proactive credit analysis and structuring
  • Portfolio monitoring and management
  • Client negotiation and relationship management
  • Risk management and policy adherence
  • Cross-selling banking and investment products

Nice-to-have

  • Strategic problem-solving
  • Change management leadership
  • Industry networking and insights
  • Data-driven decision making

Key Requirements

  • 7+ years of relevant experience
  • Post-secondary degree or equivalent
  • Bilingualism (French and English)
  • Expert knowledge of credit and non-credit products
  • Expert knowledge of risk management concepts
  • Expert communication and relationship management skills
  • Broad background in financial services for HNW/UHNW markets

Work Rights

Not specified

Tailored Resume

Cover Letter