$51,800.00 - $95,900.00; not specified; health ins...
Client portfolio management
Consultative sales process
Financial needs analysis
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
$51,800.00 - $95,900.00; Not specified; health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans
Skills & Requirements
Must-have
client portfolio management
consultative sales process
financial needs analysis
regulatory and compliance policies
community relationship building
Nice-to-have
trusted advisor role
digital options education
risk management framework application
collaboration with BMO partners
Key Requirements
4-6 years relevant experience
SIE, Series 6, 63, 65, Life and Health licenses required
Series 7, 66 or 65 licenses preferred
Advanced understanding of banking products
Excellent knowledge of business services
Excellent understanding of personal trust and investment management