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Premier Relationship Manager

2 months ago

Littleton, Colorado, United States Bank of Montreal Full time
About the Role

We are seeking a highly skilled and experienced 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.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Provide personalized attention to clients, backed by BMO's expertise, technology, and resources.
  • Act as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.
  • Work collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
  • Proactively work with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
  • Makes key recommendations on products, pricing, and services; links client to business partner experts based on key financial decisions.
  • Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.
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.
  • Excellent understanding of brokerage and insurance products.
  • Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning - required.
  • Excellent understanding of personal trust and investment management - required.
  • In-depth knowledge of client portfolio management.
  • Technical proficiency gained through education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
  • Data driven decision making - In-depth.
What We Offer

We offer a competitive base salary, quarterly incentives, and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities.

We are committed to an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.