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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 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 across multiple branch locations.
Key Responsibilities- Develop and execute comprehensive financial plans to meet the unique needs of each client, leveraging BMO's expertise and resources.
- Act as the primary client contact, providing personalized attention and guidance to uncover financial needs and provide meaningful solutions.
- Collaborate with internal partners to leverage their expertise and provide comprehensive strategies and solutions for our affluent clients' financial needs.
- Proactively work with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
- Make 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.
- 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).
- 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.
As a member of our team, you will have the opportunity to work with a talented and diverse group of professionals, with access to comprehensive training and development programs. You will also be part of a company that values diversity, equity, and inclusion, and is committed to creating a positive and supportive work environment.
We offer a competitive salary, quarterly incentives, and annual bonus opportunities, as well as comprehensive benefits and a range of perks and rewards. If you are a motivated and results-driven individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.
