Base: $57,500.00 - $106,500.00; bonus/equity: may ...
Portfolio management for mass affluent clients
Consultative sales process
Client relationship building
Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations while 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 while acting as the primary client contact to uncover financial needs and provide meaningful solutions.
The role requires collaboration within the market, BMO partners, and the community to build relationships and deliver the desired customer experience while achieving sales targets and maintaining compliance.
BMO offers a comprehensive compensation package including health insurance, tuition reimbursement, accident and life insurance, retirement savings plans, and performance-based incentives.
Matching Summary
Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations while acting as the primary client contact to uncover financial needs and provide meaningful solutions.
Salary
Base: $57,500.00 - $106,500.00; Bonus/Equity: May include commission and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Portfolio management for mass affluent clients
Consultative sales process
Client relationship building
Credit application review
Risk management framework application
Collaboration with business partners
Nice-to-have
Community relationship building
Mentoring and coaching branch personnel
Digital banking education
Problem solving within regulatory rules
Data driven decision making
Key Requirements
SIE, Series 6, 63, 65, state Life and Health insurance licenses required
Series 7, 66, or 65 licenses preferred
4 to 6 years relevant financial services experience
Federal registration with Nationwide Mortgage Licensing System
Post-secondary degree preferred
Criminal background and credit history evaluation
Work Rights
Federal registration with Nationwide Mortgage Licensing System required; criminal background and credit history evaluation required