Senior Premier Relationship Manager

BMO

Multiple Locations
$57,500.00 - $106,500.00; not specified; health in...
Manage assigned client portfolio
Uncover financial needs
Provide meaningful solutions
Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations

Job Summary

  • Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations.
  • Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.
  • BMO offers 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 across multiple branch locations.

Salary

$57,500.00 - $106,500.00; Not specified; health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans

Skills & Requirements

Must-have

  • manage assigned client portfolio
  • uncover financial needs
  • provide meaningful solutions
  • consultative sales process
  • achieve sales targets
  • community relationship building

Nice-to-have

  • mentor and coach branch personnel
  • educate clients on digital options
  • prevent loss due to fraud

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 understanding of brokerage and insurance products
  • Excellent knowledge of business services
  • Excellent understanding of personal trust and investment management
  • In-depth knowledge of client portfolio management

Work Rights

Not specified

Tailored Resume

Cover Letter