Senior Wealth Advisor for High-Net-Worth Clients
Bank of Montreal
Bank of Montreal in San Francisco offers a senior wealth advisor role focused on developing and managing profitable relationships with high-net-worth clients. The position involves collaborating with branch and regional teams to grow banking revenue while adhering to risk policies. You will work with clients and their advisors to design credit and tax-efficient structures, lead deal teams, and provide tailored financial planning guidance. #J-18808-Ljbffr Bank of Montreal
Vacancy posted 3 days ago
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