Senior Premier Relationship Manager

2 days ago

Pasadena, California, United States BMO Financial Group Full time
About the Role

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, providing personalized attention to uncover their specific financial needs and goals.

Key Responsibilities
  • Manage and grow an assigned portfolio of mass affluent clients, providing personalized attention to uncover their specific financial needs and goals.
  • 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.
  • Use a consultative sales process to develop strong customer relationships, acting as the client's trusted advisor and primary point of contact.
  • Proactively work with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
  • Makes key recommendations on products, pricing, and services, linking clients to business partner experts based on key financial decisions.
  • Achieve results and meet sales targets by acquiring new assets from existing client portfolio and new client acquisition.
Requirements
  • Typically between 4-6 years of relevant experience, with a post-secondary degree in a related field of study preferred.
  • 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, where everyone has the opportunity to grow and thrive. We celebrate our differences and believe that our unique perspectives and experiences make us stronger.

Join us at BMO Financial Group and be part of a team that is Boldly Growing the Good in business and life.

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