Director of UHNW Lending at BMO

Elevate your career as a Director of UHNW Lending with BMO Financial Group. This key role focuses on complex credit transactions and superior client service for high net worth portfolios.

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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