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Senior Premier Relationship Manager

2 months ago

Pico Rivera, California, United States Bank of Montreal Full time
About the Role

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 business opportunities, build relationships with clients, and drive sales growth.
  • Team Collaboration: Work closely with internal partners, including branch business partners and financial advisors, to deliver a seamless client experience.
  • Regulatory Compliance: Ensure adherence to regulatory and compliance policies, maintaining the highest standards of ethics and integrity.
Requirements
  • Experience: Typically between 4-6 years of relevant experience in a financial services organization, with a strong understanding of banking products and services.
  • Licenses: Hold the SIE Exam, Series 6, Series 63, Life & Health licenses, with the ability to obtain additional licenses as required.
  • Education: Post-secondary degree in a related field of study, or equivalent experience.
  • Skills: Excellent verbal and written communication skills, with the ability to build strong relationships with clients and internal partners.
What We Offer
  • Competitive Compensation: A competitive base salary, with opportunities for quarterly incentives and annual bonuses.
  • Comprehensive Benefits: A range of benefits, including health insurance, tuition reimbursement, and retirement savings plans.
  • Professional Development: Opportunities for training, coaching, and career advancement, with a focus on helping you grow and succeed in your role.