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Private Banker Level 1
4 months ago
20 Erb Street West Waterloo Ontario,N2L 1T2
This is part of BMO’s ongoing commitment to Indigenous applicants. Our recruitment team will reach out to those selected for further consideration.
BMO Private Wealth is a multi-disciplinary wealth advisory team. We offer a comprehensive range of strategies and solutions in private banking, investment management, trusts, insurance, and financial planning. Our holistic, proactive approach helps affluent individuals and families achieve their wealth goals at all stages of their lives.
The Private Banker 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.
- Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.
- Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements.
- Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews.
- Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines.
- Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines.
- Performs sales and service support activities to meet client needs and maintain overall service levels.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works independently on a range of complex tasks, which may include unique situations.
- Broader work or accountabilities may be assigned as needed.
**Qualifications**:
- Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
- Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures.
- Basic knowledge of Personal and Commercial credit and non-credit products.
- Working sales and client service skills
- Working business development skills with successful track record
- In-depth relationship management skills.
- Able to
