
Senior Director, Private Wealth Advisory
BMO U.S., Chicago, IL, United States
A financial services institution is seeking a skilled professional for a client relationship management role in Chicago. The candidate will provide advisory-based sales and lead a business development strategy while managing High Net Worth client relationships. Aiming for excellence in client experience, the ideal candidate has 7+ years of relevant experience, strong analytical and problem-solving skills, and a background in financial planning, preferably with an MBA or CFP certification. The role includes managing resources and developing tailored solutions.
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