Senior Premier Relationship Manager

BMO

Schaumburg, IL, United States
Base: $57,500.00 - $106,500.00; bonus/equity: quar...
Manage and grow client portfolio
Deliver differentiated client experience
Banking product expertise
The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next

Job Summary

  • The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next.
  • A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients.
  • Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities.

Matching Summary

The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next.

Salary

Base: $57,500.00 - $106,500.00; Bonus/Equity: quarterly incentives and annual bonus opportunities; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • manage and grow client portfolio
  • deliver differentiated client experience
  • banking product expertise
  • consultative sales process
  • community relationship building

Nice-to-have

  • values-based culture
  • customer-centric approach
  • personal and professional growth
  • digital options education

Key Requirements

  • SIE, Series 6, 63, Life and Health licenses
  • 4 - 6 years of relevant experience
  • 7+ years in financial services
  • Advanced understanding of banking products
  • Excellent understanding of business services
  • Excellent understanding of personal trust
  • Federal registration with NMLS&R

Work Rights

Not specified

Tailored Resume

Cover Letter