Senior Premier Relationship Manager

BMO

Bloomingdale, IL, United States
$57,500.00 - $106,500.00; quarterly incentives + a...
Manage assigned portfolio of mass affluent clients
Deliver differentiated client experience
Act as primary client contact
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.
  • As a Licensed Senior Premier Relationship Manager at BMO, you will serve as the customers’ relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO’s expertise, technology and resources.
  • Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities.

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

$57,500.00 - $106,500.00; Quarterly incentives and annual bonus opportunities; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Manage assigned portfolio of mass affluent clients
  • Deliver differentiated client experience
  • Act as primary client contact
  • Consultative sales process
  • Leverage internal partnerships

Nice-to-have

  • Customer-centric approach
  • Values-based culture
  • Community relationship building
  • Digital options education

Key Requirements

  • SIE Exam, Series 6, Series 63, Life & Health licenses
  • 4-6 years of relevant experience
  • 7+ years in financial services
  • Advanced understanding of banking products
  • Excellent understanding of brokerage and insurance products
  • Excellent knowledge of business services
  • Excellent understanding of personal trust and investment management

Work Rights

Not specified

Tailored Resume

Cover Letter