Mass Affluent Client Portfolio Manager

4 days ago


Naples, Florida, United States BMO Financial Full time
Job Summary
We are seeking a skilled Mass Affluent Client Portfolio Manager to join our team at BMO Financial. As a key member of our sales and service team, you will be responsible for managing and growing an assigned portfolio of mass affluent clients across multiple branch locations.

**Key Responsibilities**

* Act as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.
* Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
* Uses a consultative sales process to develop strong customer relationships; acts as client's trusted advisor and primary point of contact.

**Requirements**

* Typically between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required.
* 7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability.
* Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date).
* Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.

**Salary Range**

The estimated salary range for this position is $50,400 - $93,600 per year, depending on location, skills, experience, education, and qualifications for the role. The salary may also include a commission structure. Comprehensive benefits, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans, are also offered by BMO Financial Group.

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