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    Private Banking Relationship Manager M/F - Ottawa, ON, Canada - Bank of Montreal

    Bank of Montreal
    Bank of Montreal Ottawa, ON, Canada

    2 weeks ago

    Default job background
    Description
    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.

    Makes credit decisions/recommendations in accordance with sound credit-granting principles and in compliance with Bank policy & procedures.

    Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio.

    Provides superior service to an assigned portfolio of clients with the objective of becoming their trusted advisor.

    Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs.

    Assists in the development of strategic plans.
    Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients.
    Supports the execution of strategic initiatives in collaboration with internal and external 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.

    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.

    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.
    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.
    Provides specialized consulting, analytical and technical support.

    Typically between - 7 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.

    Fluency in French is considered a strong asset.
    Working knowledge of Personal and Commercial credit and non-credit products.
    Expert relationship management skills.
    Deep knowledge and technical proficiency gained through extensive education and business experience.
    979 Bank Street 6th

    Flr Job Family Group:
    Wealth Sales & Service 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.

    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.

    Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients.
    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.

    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.

    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.
    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.
    Provides specialized consulting, analytical and technical support.

    Typically between - 7 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.

    Fluency in French is considered a strong asset.
    Working knowledge of Personal and Commercial credit and non-credit products.
    Expert relationship management skills.
    Deep knowledge and technical proficiency gained through extensive education and business experience.
    Data driven decision making - In-depth.
    Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

    BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

    BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We're here to help
    It calls on us to create lasting, positive change for our customers, our communities and our people. We strive to help you make an impact from day one – for yourself and our customers.

    We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.

    From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

    Accommodations are available on request for candidates taking part in all aspects of the selection process.

    A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

    BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life.

    Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good.

    More than 12 million customers count on us for personal and commercial banking, wealth management and investment services.

    As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.

    In Canada, the United States and across the globe, we'll continue to build, invest and transform to drive performance that serves the good that grows.

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