The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next
Job Summary
The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next.
A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients while partnering with multiple branch locations and financial advisors to deliver a differentiated experience.
BMO offers a competitive base salary, quarterly incentives, annual bonuses, comprehensive benefits, and a values-based culture focused on personal and professional growth.
Matching Summary
The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next.
Salary
Base: $57,500.00 - $106,500.00; Bonus/Equity: Quarterly incentives and annual bonuses; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Licensed financial services position
Portfolio management for mass affluent clients
Consultative sales process
Banking product expertise
Client relationship management
Collaboration with internal partners
Regulatory compliance adherence
Nice-to-have
Values-based company culture
Community relationship building
Digital banking technology guidance
Mentoring and coaching skills
Data driven decision making
Problem-solving within regulatory framework
Key Requirements
SIE, Series 6, 63, 65, Life & Health insurance licenses required
7+ years financial services experience
Advanced knowledge of banking and brokerage products
Federal registration with Nationwide Mortgage Licensing System
Criminal background and credit history evaluation
4-6 years relevant experience preferred
Post-secondary degree preferred
Work Rights
Must comply with federal registration and licensing requirements