BMO is seeking a Senior Premier Relationship Manager in Mooresville, IN, to manage a portfolio of affluent clients, offering tailored financial solutions. The ideal candidate will have significant experience in financial services and relevant licenses, with a focus on relationship building and sales targets
Job Summary
Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations.
Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.
Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
Matching Summary
Match Score: 85
BMO is seeking a Senior Premier Relationship Manager in Mooresville, IN, to manage a portfolio of affluent clients, offering tailored financial solutions. The ideal candidate will have significant experience in financial services and relevant licenses, with a focus on relationship building and sales targets.
Salary
Base: $51,800.00 - $95,900.00; Bonus/Equity: Commission structure may apply; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Consultative sales process
Uncover financial needs
Provide meaningful solutions
Achieve sales targets
Community engagement
Digital options education
Nice-to-have
Trusted advisor
Build strong customer relationships
Identify sales opportunities
Collaborate with partners
Mentor and coach personnel
Key Requirements
4-6 years of relevant experience
SIE Exam, Series 6, 63, 65, state Life and Health insurance licenses required