Mass Affluent Client Manager

1 week ago


San Francisco, California, United States Bank of Montreal Full time

This Mass Affluent Client Manager position at the Bank of Montreal involves managing and growing an assigned portfolio of high-net-worth clients. The successful candidate will have a strong background in sales, marketing, and customer service, with a deep understanding of banking products and services.

The ideal candidate will have 7+ years of experience in the financial services industry, with a strong track record of success in sales and customer service. They will also possess excellent communication and interpersonal skills, with the ability to work effectively in a team environment.

The estimated annual salary for this role is between $67,200.00 and $124,800.00, based on location, skills, and experience. In addition to a competitive salary, the Bank of Montreal offers a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.



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