Director of UHNW Lending at BMO
BMO • calgary, Canada
Role Description
Shape high-net-worth client strategies as the Director of UHNW Lending at BMO. Leverage your expertise in complex credit transactions, risk management, and relationship building to enhance client satisfaction and drive business growth.
This senior role focuses on managing unique lending proposals while ensuring compliance with profitability and risk policies. You will provide technical support for complex credit transactions, identify cross-selling opportunities, and directly negotiate with clients. Engage in the strategic direction of lending initiatives, working closely with various stakeholders to deliver exceptional service.
Key Responsibilities: • Prepare and present new lending proposals to clients • Negotiate terms for new and existing lending opportunities • Identify cross-selling opportunities for banking and investments • Monitor client accounts and performance for risks • Lead communication strategies to influence client behavior
Requirements: • 7+...
This senior role focuses on managing unique lending proposals while ensuring compliance with profitability and risk policies. You will provide technical support for complex credit transactions, identify cross-selling opportunities, and directly negotiate with clients. Engage in the strategic direction of lending initiatives, working closely with various stakeholders to deliver exceptional service.
Key Responsibilities: • Prepare and present new lending proposals to clients • Negotiate terms for new and existing lending opportunities • Identify cross-selling opportunities for banking and investments • Monitor client accounts and performance for risks • Lead communication strategies to influence client behavior
Requirements: • 7+...