As a Senior Premier Relationship Manager at BMO, you will manage a portfolio of affluent clients, providing tailored financial solutions and leveraging a collaborative team environment. This role combines relationship management with strategic financial planning, making a significant impact in helping clients achieve their financial goals.
Key Responsibilities
Manage and grow a portfolio of mass affluent clients
Provide personalized financial solutions
Collaborate with branch locations and financial advisors
Achieve sales targets and acquire new clients
Conduct customer reviews and relationship expansion
Mentor and train branch personnel
Required Qualifications
SIE Exam
Series 6
Series 63
Life & Health licenses (if not held, required within six months)
4-6 years of relevant experience
7+ years in financial services with knowledge of banking products and services
Preferred Qualifications
Post-secondary degree in a related field
Bilingual in English and Spanish
Benefits & Perks
Health insuranceTuition reimbursementAccident and life insuranceRetirement savings plansPerformance-based incentivesDiscretionary bonuses