Lead innovative lending initiatives for ultra high net worth clients at BMO as a Director of UHNW Lending. Utilize your expertise in credit management and client relationships to drive success.
This leadership role requires over 7 years of experience in credit and personalized banking services. You will manage proposal preparations, support complex transactions, and build strong client relationships. Your focus will be on risk management and identifying cross-selling opportunities to enhance client satisfaction.
Key Responsibilities:
• Manage new lending proposals and client presentations
• Advise on complex credit transactions and risk management
• Negotiate with clients for new business opportunities
• Identify cross-selling potential across services
• Support sales processes and address client concerns
Requirements:
• 7+ years of relevant lending experience
• Deep knowledge of personal and commercial credit
• Expert communication and relationship man...