Senior Premier Relationship Manager

BMO

Virtual, IL, US
Base: $51,800.00 - $95,900.00; bonus/equity: commi...
Hybrid
Mass affluent client portfolio management
Consultative sales process
Financial needs analysis
Proactively builds and manages an assigned portfolio of mass affluent clients, acting as the primary client contact to uncover financial needs and provide meaningful solutions

Job Summary

  • Proactively builds and manages an assigned portfolio of mass affluent clients, acting as the primary client contact to uncover financial needs and provide meaningful solutions.
  • Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition, while also participating in the community to identify prospects.
  • BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Proactively builds and manages an assigned portfolio of mass affluent clients, acting as the primary client contact to uncover financial needs and provide meaningful solutions.

Salary

Base: $51,800.00 - $95,900.00; Bonus/Equity: Commission structure may apply; Benefits: Health insurance, tuition reimbursement, retirement savings plans

Skills & Requirements

Must-have

  • Mass affluent client portfolio management
  • Consultative sales process
  • Financial needs analysis
  • Community relationship building
  • Digital banking education

Nice-to-have

  • Mentoring and coaching branch personnel
  • Risk management framework application
  • Proactive client outreach
  • Collaboration with BMO partners

Key Requirements

  • 4-6 years relevant experience
  • Series 6, 63, 65, Life and Health licenses required
  • Series 7, 66 or 65 licenses preferred
  • Knowledge of banking products and services
  • Understanding of deposit, loan, and banking products
  • Knowledge of brokerage and insurance products
  • Knowledge of business services
  • Understanding of personal trust and investment management

Work Rights

Not specified

Tailored Resume

Cover Letter