Senior Premier Relationship Manager

BMO

Carpentersville, IL, United States
$57,500.00 - $106,500.00; performance-based incent...
Manage client portfolio
Financial needs assessment
Banking product expertise
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

$57,500.00 - $106,500.00; Performance-based incentives, discretionary bonuses; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Manage client portfolio
  • Financial needs assessment
  • Banking product expertise
  • Consultative sales process
  • Client relationship building

Nice-to-have

  • Values-based culture
  • Community involvement
  • Digital banking education
  • Mentoring branch personnel

Key Requirements

  • 4-6 years relevant experience
  • 7+ years financial services experience
  • SIE, Series 6, Series 63, Life & Health licenses
  • Advanced deposit, loan, and banking product knowledge
  • Excellent business services knowledge
  • Excellent personal trust and investment management knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter