UHNW Lending Director in Financial Services
BMO • calgary, Canada
Role Description
Join BMO as the Director of UHNW Lending, where you will focus on high-stakes client engagements and risk management. Your expertise in complex credit transactions will be vital in enhancing our banking services.
In this critical role, you will oversee lending proposals, ensure compliance with risk policies, and support clients through intricate financial situations. You’ll work directly with leadership and stakeholders to improve the client experience and explore cross-selling strategies. Your in-depth knowledge of the high-net-worth market will be essential in identifying trends and recommending business priorities.
Key Responsibilities:
• Manage the preparation of lending proposals for UHNW clients
• Provide technical support in complex credit dealings
• Negotiate directly impacting lending opportunities
• Identify business needs and develop solutions
• Conduct performance tracking and resolve client concerns
Requirements:
• Minimum of 7 years in relevant ...
In this critical role, you will oversee lending proposals, ensure compliance with risk policies, and support clients through intricate financial situations. You’ll work directly with leadership and stakeholders to improve the client experience and explore cross-selling strategies. Your in-depth knowledge of the high-net-worth market will be essential in identifying trends and recommending business priorities.
Key Responsibilities:
• Manage the preparation of lending proposals for UHNW clients
• Provide technical support in complex credit dealings
• Negotiate directly impacting lending opportunities
• Identify business needs and develop solutions
• Conduct performance tracking and resolve client concerns
Requirements:
• Minimum of 7 years in relevant ...