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Senior Premier Relationship Manager
2 months ago
We are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at BMO Financial Group. 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 and Solutions: Work collaboratively with clients to develop comprehensive financial plans, providing tailored solutions to meet their unique needs.
- Business Development: Identify new business opportunities and develop strategies to grow the client portfolio.
- Product Expertise: Stay up-to-date on banking products and services, providing expert advice to clients and internal stakeholders.
- Collaboration and Communication: Work closely with internal partners, including branch teams and business experts, to deliver exceptional client service.
- Regulatory Compliance: Ensure adherence to regulatory requirements and Bank policies, maintaining the highest standards of ethics and integrity.
- Experience: Typically between 4-6 years of relevant experience in financial services, with a strong understanding of banking products and services.
- Licenses and Certifications: SIE Exam, Series 6, Series 63, Life & Health licenses (if 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 internal stakeholders.
- 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, accident and life insurance, and retirement savings plans.
- Professional Development: Opportunities for training and development, with a focus on helping you grow and succeed in your career.
BMO Financial Group is a leading financial institution, committed to delivering exceptional client service and building long-term relationships. We are a diverse and inclusive organization, with a strong focus on community involvement and social responsibility.
