Highly Skilled Client Relationship Manager
6 days ago
Job Overview:
We are seeking a highly skilled Client Relationship Manager to join our team at the Bank of Montreal. As a key member of our Premier Services group, you will play a critical role in building and maintaining strong relationships with our mass affluent clients.
Key Responsibilities:
- Serve as the primary client contact, providing personalized attention to uncover their specific financial needs and goals
- Work collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience
- Leverage internal partnerships to provide comprehensive strategies and solutions for our affluent customers' financial needs
- Enjoy a competitive base salary, quarterly incentives, and annual bonus opportunities
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)
Compensation:
The estimated salary range for this position is $56,000 - $104,000 per year, depending on experience and qualifications.
About Us:
At the Bank of Montreal, we are driven by a shared purpose: Boldly Grow the Good in business and life. We prioritize creating lasting, positive change for our customers, communities, and people. We are committed to an inclusive, equitable, and accessible workplace, valuing diversity and promoting growth through collaboration and learning.
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