Senior Premier Relationship Manager

BMO

WI, United States
$51,800.00 - $95,900.00; not specified; health ins...
Hybrid
Manage assigned client portfolio
Uncover financial needs and provide solutions
Consultative sales process
Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations

Job Summary

  • Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations.
  • Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.
  • BMO offers 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.

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

  • Manage assigned client portfolio
  • Uncover financial needs and provide solutions
  • Consultative sales process
  • Achieve sales targets
  • Community participation for prospecting
  • Train branch personnel on affluent clients

Nice-to-have

  • Trusted advisor and primary point of contact
  • Collaborative within the market
  • Risk Management Framework application

Key Requirements

  • 4-6 years relevant experience
  • SIE Exam, Series 6, 63, 65, state Life and Health licenses
  • Advanced understanding of banking products
  • Excellent knowledge of business services
  • In-depth knowledge of client portfolio management

Work Rights

Not specified

Tailored Resume

Cover Letter