BMO Financial Group
Wealth Management
WealthAdvisorDirector
“Wealth Advisor Director at BMO Financial Group. Skills: Wealth management, Client relationship management, Financial planning, Business development. Serve as primary relationship manager for HNW/UHNW clients. Deliver comprehensive wealth management experience”
What You'll Achieve.
Drives increased wallet share; Deliver on business and financial goals; Deliver innovative client solutions; Deliver business results
Industry & Context.
Breaks down strategic problems; Analyses data and information to provide insights and recommendations; Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine
What They're Looking For.
Must Have
7+ years of relevant experience, post-secondary degree in related field of study or an equivalent combination of education and experience, Experience dealing with HNW clients, Broad knowledge of all facets of wealth management, In-depth / expert knowledge of Bank products, services and capabilities, Seasoned professional with a combination of education, experience and industry knowledge
Nice to Have
MBA certification, Certified Financial Planner
What You'll Do.
Serve as primary relationship manager for HNW/UHNW clients
Deliver comprehensive wealth management experience
and financial planning
Combine credit and lending proficiency
Coordinate multi-disciplinary teams
Identify and execute growth opportunities
Drive acquisition strategies
Develop and execute business development strategy
Develop internal and external networks
Enhance presence in the marketplace
Act as primary Relationship Manager
Lead creation of business proposals
Lead Annual Client Review
Produce client reports
Ensure timely execution of transactions
Make recommendations to senior leaders
Act as subject matter expert on regulations
Network with industry contacts
Share wealth solutions expertise
Manage resources and lead execution
Act as prime subject matter expert
Break down strategic problems
Analyze data and information
Monitor and track performance
Design and produce reports
Build change management plans
Lead execution of operational assesses
Demonstrate advanced understanding of industry trends
Oversee design of tools and training
Act as central point of contact for clients
trusted relationships
Deliver personalized advice
Provide tailored banking solutions
Design and implement investment portfolios
Collaborate with internal specialists
Ensure adherence to regulatory requirements
Maintain rigorous risk management practices
Conduct regular reviews
Operate at a group/enterprise-wide level
Apply expertise and think creatively
Implement changes in response to trends
Broader work or accountabilities may be assigned
How You'll Work.
Team & Collaboration
Coordinates multi-disciplinary teams; Collaborating with other experts (e.g. internal team, outside attorneys, accountants); Collaborates with internal specialists for tax, trust and insurance solutions
Process & Methodology
Builds change management plans of varying scope, Leads or participates in a variety of change management activities, Leads the execution of operational assesses
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