BMO is seeking a Senior Premier Relationship Manager in Naperville, IL, to manage a portfolio of mass affluent clients, providing tailored financial solutions while ensuring compliance with regulations. The role emphasizes relationship building, sales performance, and collaboration with various stakeholders to enhance customer experience
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 Naperville, IL, to manage a portfolio of mass affluent clients, providing tailored financial solutions while ensuring compliance with regulations. The role emphasizes relationship building, sales performance, and collaboration with various stakeholders to enhance customer experience.
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 portfolio management
Financial needs analysis
Community engagement
Digital banking education
Nice-to-have
Trusted advisor role
Cross-selling opportunities
Business partner collaboration
Key Requirements
4-6 years of relevant experience
SIE Exam, Series 6, 63, 65, state Life and Health insurance licenses required
Licenses required within 120 days of start date
Advanced understanding of banking products and practices
Excellent knowledge of business services, personal trust, and investment management