Senior Wealth Advisor: HNW/UHNW Relationship Lead

BMO U.S. is seeking a Relationship Manager to serve high-net-worth clients, blending credit and lending expertise with investment strategies to provide comprehensive wealth management. Responsibilities include identifying growth opportunities, developing business development strategies, and maintaining client relationships. The ideal candidate has 7+ years of experience in wealth management, preferably with HNW clients, along with a related degree and preferred certifications such as MBA and CFP.
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