Senior Premier Relationship Manager

BMO

Evergreen Park, IL, United States
Base: $57,500.00 - $106,500.00; bonus/equity: comm...
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Consultative sales process
Client relationship management
Uncover financial needs
** BMO is seeking a Senior Premier Relationship Manager to build and manage relationships with mass affluent clients across multiple branches. The ideal candidate will have a strong background in financial services, possess necessary licenses, and demonstrate excellent communication and analytical skills. **

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: 75

** BMO is seeking a Senior Premier Relationship Manager to build and manage relationships with mass affluent clients across multiple branches. The ideal candidate will have a strong background in financial services, possess necessary licenses, and demonstrate excellent communication and analytical skills. **

Salary

Base: $57,500.00 - $106,500.00; 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
  • client relationship management
  • uncover financial needs
  • provide meaningful solutions
  • achieve sales targets
  • community engagement
  • digital options education

Nice-to-have

  • trusted advisor
  • business partner collaboration
  • risk management framework
  • operational integrity

Key Requirements

  • 4 - 6 years of relevant experience
  • SIE Exam, Series 6, 63, 65, state Life and Health insurance licenses required
  • Series 7, 66 or 65 licenses preferred
  • Licenses required within 120 days of start date
  • Advanced understanding of banking products and practices
  • Excellent knowledge of business services
  • Excellent understanding of personal trust and investment management

Work Rights

Not specified

Tailored Resume

Cover Letter