As a Senior Premier Relationship Manager at BMO, you will manage a portfolio of mass affluent clients, delivering personalized financial solutions and collaborating with branch locations for comprehensive service. Enjoy a competitive salary and a supportive culture focused on growth and community impact.
Key Responsibilities
Manage and grow an assigned portfolio of mass affluent clients
Provide personalized attention to uncover financial needs
Act as primary client contact to deliver meaningful solutions
Work collaboratively within the market to build relationships
Achieve sales targets by acquiring new assets
Required Qualifications
4 - 6 years of relevant experience
7+ years in a financial services organization
SIE Exam, Series 6, Series 63, Life & Health licenses
Advanced understanding of banking products and practices
Excellent knowledge of business services, retirement plans, and insurance
Preferred Qualifications
Post-secondary degree in related field
In-depth knowledge of client portfolio management
Benefits & Perks
Health insuranceTuition reimbursementAccident and life insuranceRetirement savings plansPerformance-based incentives