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Regional Wealth Director

1 week ago

Vancouver, British Columbia, Canada Bank of Montreal Full time
Role Summary

The Regional Wealth Director at Bank of Montreal is responsible for developing and managing banking relationships with high-net-worth clients. This role requires strong financial planning, banking products, and services knowledge, as well as excellent communication and negotiation skills.

  • Develops and executes business plans to grow overall banking revenue.
  • Collaborates with branch and regional teams to identify and make referrals.
  • Makes credit decisions/recommendations in accordance with sound credit-granting principles.

Key Responsibilities:

  • Provides superior service to an assigned portfolio of high and ultra-high net worth clients.
  • Develops relationships with client's professional advisors to create tax-favourable structures.
  • Leads deal teams to meet client needs as the lead relationship manager.

Qualifications:

  • Typically 9+ years of relevant experience and post-secondary degree in related field of study.
  • Strong financial planning, banking products, and services knowledge.
  • Excellent communication and negotiation skills.