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Director of UHNW Lending at BMO
Job in
Calgary, Alberta, D3J, Canada
Listed on 2026-06-06
Listing for:
Bank of Montreal
Full Time
position Listed on 2026-06-06
Job specializations:
-
Finance & Banking
Banking & Finance, Risk Manager/Analyst -
Management
Banking & Finance, Risk Manager/Analyst
Job Description & How to Apply Below
As a Director in Wealth Sales & Service, you will leverage your expertise in personal and commercial credit, while managing a team that supports ultra high net worth clients. With a strong focus on lending portfolio management, you will conduct client negotiations, provide technical support, and ensure compliance with lending policies. Your strategic insights will help shape business priorities and contribute to the overall banking experience.
Key Responsibilities:
• Offer exceptional customer service for loan segments
• Manage credit analysis and portfolio monitoring
• Prepare proposals and presentations for clients
• Identify cross-selling opportunities across banking services
• Collaborate with stakeholders to enhance outcomes
Requirements:
• 7+ years of relevant financial service experience
• Expert knowledge in credit management concepts
• Strong analytical and problem-solving skills
• Excellent verbal and written communication skills
• Proven ability to influence and collaborate effectively
Utilize your lending expertise and relationship management skills to drive success for UHNW clients at BMO.
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