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⏰ Full time

Director, Ultra-High Net Worth Lending, Private Wealth

BMO
Location 📍 Montreal, Canada
Posted 📅 June 18, 2026
Work Type ⏰ Full time

Position Overview

Application Deadline:

04/24/2026

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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    Job Details

    Employment Type
    Full time
    📊
    Category
    Operations Specialties Managers
    🏠
    Work Arrangement
    On-site
    📍
    Location
    Montreal, Canada