Wealth Management Director

1 week ago


Pasadena, California, United States Bank of Montreal Full time
Job Summary

We are seeking a highly skilled and experienced Wealth Management Director to join our team at Bank of Montreal. As a key member of our organization, you will be responsible for providing exceptional client service and developing strategic business plans to drive growth and revenue.

Key Responsibilities
  • Develop and execute business development strategies to attract and retain high net worth clients
  • Provide advisory-based sales and relationship management to deliver an exceptional client experience
  • Collaborate with internal stakeholders to build capability and drive business growth
  • Manage resources and lead the execution of strategic initiatives to deliver on business and financial goals
  • Act as a subject matter expert on relevant regulations and policies
  • Develop and implement tools and training required to deliver business results
  • Lead/participate in the design, implementation, and management of core business/group processes
  • Develop and manage a business/group program
  • Review the program for effectiveness and recommend enhancements
Requirements
  • Typically 7+ years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience
  • Fluent in Mandarin
  • MBA certification preferred
  • Experience dealing with HNW clients and equivalent knowledge base
  • Certified Financial Planner is preferred
  • 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
What We Offer

We offer a competitive salary range of $110,000 to $204,100.00, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

We are an equal opportunity/affirmative action employer and are committed to an inclusive, equitable, and accessible workplace. We strive to help our employees make an impact from day one and provide opportunities for growth and development.



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