The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next
Job Summary
The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next.
A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients.
Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities.
Matching Summary
The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next.
Salary
$63,300.00 - $117,200.00; Performance-based incentives, discretionary bonuses; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Manage and grow client portfolio
Deliver differentiated client experience
Consultative sales process
Identify new opportunities
Banking product expertise
Nice-to-have
Values-based culture
Customer-centric approach
Community relationship building
Digital options education
Key Requirements
4-6 years relevant experience
7+ years financial services experience
SIE Exam, Series 6, Series 63, Life & Health licenses
Advanced understanding of banking products
Excellent knowledge of business services
Excellent understanding of personal trust
Mortgage Licensing System and Registry registration