Senior Premier Relationship Manager
2 weeks ago
We are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at the Bank of Montreal. As a key member of our Premier Services team, you will be responsible for managing and growing an assigned portfolio of mass affluent clients.
Key Responsibilities- Client Relationship Management: Serve as the primary client contact, providing personalized attention to uncover their specific financial needs and goals.
- Financial Planning: Work collaboratively with clients to develop comprehensive financial plans, delivering tailored solutions to meet their unique needs.
- Product Expertise: Possess in-depth knowledge of banking products, services, and pricing, with the ability to make key recommendations to clients.
- Sales and Business Development: Proactively identify new sales opportunities, build relationships with clients, and drive business growth.
- Team Collaboration: Work closely with branch business partners, financial advisors, and other stakeholders to deliver exceptional client experiences.
- Regulatory Compliance: Ensure adherence to regulatory and compliance policies, maintaining the highest standards of ethics and integrity.
- Experience: Typically between 4-6 years of relevant experience in a financial services organization, with a strong understanding of banking products and services.
- Licenses: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date).
- Education: Post-secondary degree in a related field of study preferred, but not required.
- Skills: Excellent verbal and written communication skills, with the ability to build strong relationships with clients and stakeholders.
- Competitive Compensation: A competitive base salary, quarterly incentives, and annual bonus opportunities.
- Comprehensive Benefits: A range of benefits, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
- Professional Development: Opportunities for growth and development, with training and coaching to support your success.
We are an equal opportunity employer, committed to diversity and inclusion. If you are a motivated and experienced professional looking to join a dynamic team, please submit your application.
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San Jose, California, United States Bank of Montreal Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at Bank of Montreal. As a key member of our organization, you will be responsible for managing and growing an assigned portfolio of mass affluent clients across multiple branch locations.Key ResponsibilitiesAct as the primary client contact to...
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San Jose, California, United States Bank of Montreal Full timeAbout the Role:The Bank of Montreal is seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team. As a key member of our Premier Services group, 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...
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San Jose, California, United States Bank of Montreal Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at the Bank of Montreal. As a key member of our organization, you will be responsible for managing and growing an assigned portfolio of mass affluent clients.Key ResponsibilitiesClient Relationship Management: Serve as the primary client...
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Senior Premier Relationship Manager
2 weeks ago
San Jose, California, United States Bank of Montreal Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at the Bank of Montreal. As a key member of our Premier Services team, you will be responsible for managing and growing an assigned portfolio of mass affluent clients.Key ResponsibilitiesManage and grow an assigned portfolio of mass affluent...
