Senior Premier Relationship Manager

BMO

Oakbrook Terrace, IL, United States
Base: $57,500.00 - $106,500.00; bonus/equity: not ...
On-site
Consultative sales process
Client relationships
Financial needs
BMO is seeking a Senior Premier Relationship Manager in Oakbrook Terrace, IL, responsible for managing a portfolio of mass affluent clients and providing tailored financial solutions. The ideal candidate should have strong experience in financial services, relevant certifications, and a consultative sales approach to build and maintain customer relationships

Job Summary

  • Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations.
  • Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.
  • Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.

Matching Summary

Match Score: 85

BMO is seeking a Senior Premier Relationship Manager in Oakbrook Terrace, IL, responsible for managing a portfolio of mass affluent clients and providing tailored financial solutions. The ideal candidate should have strong experience in financial services, relevant certifications, and a consultative sales approach to build and maintain customer relationships.

Salary

Base: $57,500.00 - $106,500.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • consultative sales process
  • client relationships
  • financial needs
  • sales targets
  • community involvement

Nice-to-have

  • digital options education
  • risk management framework
  • operational integrity

Key Requirements

  • 4-6 years of relevant experience
  • SIE Exam, Series 6, 63, 65, state Life and Health insurance licenses required
  • Licenses required within 120 days
  • Advanced understanding of banking products
  • Excellent knowledge of business services

Work Rights

Not specified

Tailored Resume

Cover Letter