Senior Premier Relationship Manager

BMO

Orland Park, IL, United States
Base: $57,500.00 - $106,500.00; bonus/equity: comm...
Portfolio management
Client needs assessment
Consultative sales process
Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations, 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, acting as the primary client contact to uncover financial needs and provide meaningful solutions.
  • Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition, while also providing individual and group training to mentor and coach branch personnel.
  • BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, 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, acting as the primary client contact to uncover financial needs and provide meaningful solutions.

Salary

Base: $57,500.00 - $106,500.00; Bonus/Equity: Commission structure possible; Benefits: Health insurance, tuition reimbursement, retirement savings plans

Skills & Requirements

Must-have

  • portfolio management
  • client needs assessment
  • consultative sales process
  • regulatory compliance
  • community relationship building
  • risk management framework

Nice-to-have

  • trusted advisor role
  • digital options education
  • collaboration with partners
  • proactive client outreach

Key Requirements

  • 4-6 years relevant experience
  • SIE, Series 6, 63, 65, Life and Health licenses
  • Series 7, 66, or 65 licenses preferred
  • Advanced understanding of banking products
  • Excellent knowledge of business services
  • In-depth knowledge of client portfolio management
  • Federal registration with Nationwide Mortgage Licensing System and Registry

Work Rights

Not specified

Tailored Resume

Cover Letter