Wealth Management Director
3 days ago
At BMO Financial Group, we are seeking a highly skilled and experienced Private Wealth Advisor Director to join our team. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.
Key Responsibilities:- Develop and execute business development strategies to attract and retain high net worth clients
- Provide proactive financial planning and advisory services to clients, including investment management and wealth planning
- Collaborate with internal stakeholders to deliver integrated solutions and enhance client experience
- Manage and grow a portfolio of client relationships, including identifying new business opportunities and developing strategic plans to achieve growth
- Stay up-to-date with industry trends and regulatory changes, and provide expert advice to clients and internal stakeholders
- 7+ years of experience in wealth management or a related field
- 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 high net worth clients and equivalent knowledge base
- Certified Financial Planner is preferred
- Competitive salary range: $110,000.00 - $204,100.00
- Performance-based incentives and discretionary bonuses
- Comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans
- Opportunities for professional growth and development
BMO Financial Group is an equal opportunity/affirmative action employer. We are committed to creating an inclusive and diverse workplace that values and respects the contributions of all employees. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
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