Senior Premier Relationship Manager

4 weeks 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 across multiple branch locations.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Partner with branch locations and financial advisors to identify new opportunities and deliver a differentiated experience.
  • Provide personalized attention to clients, backed by BMO's expertise, technology, and resources.
  • 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.
Requirements
  • Typically between 4-6 years of relevant experience in a financial services organization.
  • 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.
  • Advanced understanding of deposit, loan, and banking products and practices.
  • Excellent understanding of brokerage and insurance products.
  • Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning.
  • Excellent understanding of personal trust and investment management.
  • 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

BMO Financial Group offers a competitive base salary, quarterly incentives, and annual bonus opportunities, as well as comprehensive benefits. We are committed to an inclusive, equitable, and accessible workplace and are an equal opportunity/affirmative action employer.



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