Senior Premier Relationship Manager

BMO

Darien, IL, United States
$57,500.00 - $106,500.00; commission structure may...
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; Commission structure may apply; Health insurance, tuition reimbursement, 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

  • trusted advisor role
  • collaborative market approach
  • mentor and coach personnel
  • digital options education

Key Requirements

  • 4-6 years relevant experience
  • SIE, Series 6, 63, 65 licenses
  • state Life and Health insurance licenses
  • Series 7, 66 or 65 licenses preferred
  • Proven financial services experience
  • Advanced understanding of banking products
  • Excellent knowledge of business services
  • Excellent understanding of personal trust
  • In-depth client portfolio management
  • Federal registration with NMLS

Work Rights

Not specified

Tailored Resume

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