$57,500.00 - $106,500.00; not specified; health in...
Mass affluent 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 making key recommendations on products, pricing, and services.
BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans as part of its total compensation package.
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
$57,500.00 - $106,500.00; Not specified; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Mass affluent client portfolio management
Consultative sales process
Financial needs analysis
Community relationship building
Digital banking education
Risk management framework application
Nice-to-have
Mentoring and coaching branch personnel
Collaboration with BMO partners
Proactive client outreach
Data-driven decision making
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
Advanced understanding of banking products and practices