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Director, Ultra-High Net Worth Lending, Private Wealth

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BMO
πŸ“ Montreal, Canada
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Location Montreal
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Posted March 12, 2026
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Commute Local Area
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Job Description

Application Deadline:

04/03/2026

Address:

1250 boul Rene Levesque Ouest

Job Family Group:

Wealth Sales & Service

Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).

  • Manages the preparation of new lending proposals or presentations to clients/prospects.
  • Ensures new business meets policy and procedures requirements for profitability and risk management.
  • Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients.
  • Identifies cross-selling opportunities to increase client penetration for...
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    πŸ“ Location Details

    πŸŒ†
    City
    Montreal
    πŸ—ΊοΈ
    Country
    Canada
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    Commute
    Local Area

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