Senior Private Banker - High-Net-Worth Clients

Senior Private Banker - Financial Services at BMO Financial. Lead relationships with high net worth clients, delivering bespoke banking, credit, and investment solutions. You will manage a complex book of business, partner with wealth, insurance, and investment specialists, and provide holistic financial strategies aligned to client goals. Leverage BMO's digital platforms and extensive product suite to drive growth, deepen relationships, and ensure exceptional service. Operate within an inclusive, integrity driven culture with strong support for learning, mobility, and community impact, while mentoring junior bankers and maintaining strict risk and regulatory compliance.

Responsibilities

• Manage and grow a portfolio of high-net-worth private banking clients
• Deliver customized banking, credit, and investment solutions aligned to client goals
• Partner with wealth, insurance, and investment teams for holistic financial strategies
• Proactively source new relationships and deepen existing client engagement
• Structure and oversee complex credit facilities and lending solutions
• Ensure rigorous adherence to risk, regulatory, and compliance standards (KYC/AML)
• Monitor portfolio performance, profitability, and client satisfaction
• Leverage digital platforms and analytics to enhance service and efficiency
• Mentor and support junior bankers and associates
• Represent BMO in community and networking activities to build brand and referrals

Required Skills

• Private banking for high-net-worth clients
• Credit structuring and underwriting
• Investment and portfolio basics
• Financial planning and wealth strategies
• Risk management and regulatory compliance
• KYC/AML and due diligence
• Relationship and account management
• Sales and business development
• Complex cash management solutions
• Use of digital banking and CRM platforms