Private Banker, Private Wealth

7 days ago

Quebec, Canada BMO Financial Group Full time

Application Deadline: 02/13/2026 Address: 2828 boul Laurier Job Family Group: Wealth Sales & Service ***This role is a Private Banker Level 1*** Developwlet|?  Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client’s complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank’s risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Makes credit decisions/recommendations in accordance with sound credit-granting principles and in compliance with Bank policy & procedures. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client’s banking needs. Coordinates client relationship management with the lead relationship manager for the assigned portfolio. Applies relationship management principles and techniques to an assigned portfolio of clients providing a value-added client experience. Acts as a secondary member of a client deal team in the facilitation of the desired client experience and to achieve business goals. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio’s profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client’s personal and financial situation. Acts as an ambassador to enhance BMO’s reputation in the market. ) #J-18808-Ljbffr

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