Senior Premier Relationship Manager

BMO Financial Group

Arlington Heights, IL, US
Base: $57,500.00 - $106,500.00; bonus/equity: may ...
Proactive portfolio management for mass affluent clients
Consultative sales process and client relationship building
Credit application review and risk assessment
This role serves as the primary trusted advisor for a portfolio of mass affluent clients, uncovering financial needs to provide meaningful solutions

Job Summary

  • This role serves as the primary trusted advisor for a portfolio of mass affluent clients, uncovering financial needs to provide meaningful solutions.
  • The position requires executing quality customer review meetings to drive retention, relationship expansion, and new asset acquisition while adhering to strict regulatory compliance.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

This role serves as the primary trusted advisor for a portfolio of mass affluent clients, uncovering financial needs to provide meaningful solutions.

Salary

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

Skills & Requirements

Must-have

  • Proactive portfolio management for mass affluent clients
  • Consultative sales process and client relationship building
  • Credit application review and risk assessment

Nice-to-have

  • Mentoring and coaching branch personnel
  • Community networking and referral generation
  • Digital banking education for clients

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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