Senior Premier Relationship Manager

BMO

Bloomington, MN, United States
$57,500.00 - $106,500.00; not specified; health in...
Portfolio management
Client relationship building
Consultative sales process
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, retirement savings plans

Skills & Requirements

Must-have

  • Portfolio management
  • Client relationship building
  • Consultative sales process
  • Financial needs analysis
  • Risk management framework

Nice-to-have

  • Community engagement
  • Mentoring and coaching
  • Digital banking education
  • Cross-functional collaboration

Key Requirements

  • SIE, Series 6, 63, 65 licenses required
  • State Life and Health insurance licenses required
  • 4-6 years relevant experience
  • Post-secondary degree preferred
  • Series 7, 66 or 65 licenses preferred
  • Federal registration with NMLS required

Work Rights

Not specified

Tailored Resume

Cover Letter