Senior Premier Relationship Manager

BMO

Multiple Locations
Base: $51,800.00 - $95,900.00; bonus/equity: may i...
Hybrid
Portfolio management for mass affluent clients
Consultative sales process
Compliance with regulatory policies
Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations while acting as the primary client contact to uncover financial needs and provide meaningful solutions

Job Summary

  • Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations while acting as the primary client contact to uncover financial needs and provide meaningful solutions.
  • The role requires collaboration within the market, BMO partners, and the community to build relationships and deliver the desired customer experience using a consultative sales process.
  • BMO offers a comprehensive compensation package including health insurance, tuition reimbursement, accident and life insurance, retirement savings plans, and performance-based incentives.

Matching Summary

Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations while acting as the primary client contact to uncover financial needs and provide meaningful solutions.

Salary

Base: $51,800.00 - $95,900.00; Bonus/Equity: May include commission and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Portfolio management for mass affluent clients
  • Consultative sales process
  • Compliance with regulatory policies
  • Client relationship building
  • Credit application review
  • Risk management framework application

Nice-to-have

  • Community relationship building
  • Mentoring and coaching branch personnel
  • Digital banking guidance
  • Collaboration with internal and external stakeholders
  • Data driven decision making
  • Problem solving within regulatory rules

Key Requirements

  • 4-6 years relevant experience
  • Post-secondary degree preferred
  • Series 6, 63, 65, state Life and Health insurance licenses required
  • Series 7, 66 or 65 licenses preferred
  • Federal registration with Nationwide Mortgage Licensing System (U.S. only)
  • Criminal background and credit history evaluation

Work Rights

Federal registration with Nationwide Mortgage Licensing System; criminal background and credit history evaluation required

Tailored Resume

Cover Letter