Senior Premier Relationship Manager

BMO

Unknown, Unknown, US
Base: $57,500.00 - $106,500.00; bonus/equity: comm...
Proactive portfolio management for mass affluent clients
Consultative sales process to uncover financial needs
Review credit applications and maintain asset quality
This role serves as the primary trusted advisor for a portfolio of mass affluent clients across multiple branch locations

Job Summary

  • This role serves as the primary trusted advisor for a portfolio of mass affluent clients across multiple branch locations.
  • The position requires proactive identification of financial needs and delivery of meaningful solutions while adhering to strict regulatory policies.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans alongside performance incentives.

Matching Summary

This role serves as the primary trusted advisor for a portfolio of mass affluent clients across multiple branch locations.

Salary

Base: $57,500.00 - $106,500.00; Bonus/Equity: Commission structure and performance-based incentives possible; Benefits: Health, tuition reimbursement, accident/life insurance, retirement plans

Skills & Requirements

Must-have

  • Proactive portfolio management for mass affluent clients
  • Consultative sales process to uncover financial needs
  • Review credit applications and maintain asset quality
  • Community relationship building and referral generation
  • Mentorship of branch personnel on banking products

Nice-to-have

  • Strong collaboration with internal market partners
  • Ability to educate clients on digital banking options
  • Experience in strategic initiative execution
  • In-depth knowledge of retirement and succession planning

Key Requirements

  • SIE, Series 6, 63, 65 licenses required within 120 days
  • State Life and Health insurance licenses required
  • 4-6 years of relevant financial services experience
  • Federal registration with Nationwide Mortgage Licensing System (NMLS)
  • Advanced understanding of deposit, loan, and investment products

Work Rights

Not specified

Tailored Resume

Cover Letter