Senior Premier Relationship Business Leader

7 days ago


Stockton, California, United States BMO Financial Group Full time

BMO Financial Group is a leading financial institution with a bold purpose: to boldly grow the good in business and life. We're seeking an experienced Senior Premier Relationship Business Leader to join our team.

Job Overview:

We're looking for a seasoned professional with a strong background in building and managing relationships with high net worth clients. As a Senior Premier Relationship Business Leader, you will be responsible for developing and implementing strategies to drive growth and revenue within your assigned portfolio.

Key Responsibilities:

  • Build and maintain strong relationships with existing clients, identifying their financial needs and providing tailored solutions
  • Develop and implement sales strategies to acquire new assets from existing client portfolios and new client acquisition
  • Collaborate with internal partners to provide exceptional service and support to clients
  • Maintain accurate records of client interactions and transactions
  • Participate in regular performance reviews and goal setting with senior leadership

Requirements:

  • 4-6 years of experience in a similar role, preferably in the financial services industry
  • Post-secondary degree in a related field (e.g. finance, business, economics)
  • SIE Exam, Series 6, Series 63, Life & Health licenses (or equivalent)
  • Advanced knowledge of deposit, loan, and banking products and practices
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities

Compensation and Benefits:

We offer a competitive salary range of $56,000 - $104,000 per year, depending on experience and qualifications. In addition to a base salary, you can also earn performance-based incentives and bonuses. Our comprehensive benefits package includes health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About Us:

BMO Financial Group is a diversified financial services organization with operations across North America. We're committed to creating lasting, positive change for our customers, communities, and people. Join us in our mission to boldly grow the good in business and life.



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