Senior Premier Relationship Manager

4 days ago

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

BMO Financial Group is seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team. 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
  • Provide personalized attention to uncover clients' specific financial needs and goals
  • Act as the primary client contact to uncover financial needs and provide meaningful solutions
  • Work collaboratively with branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience
  • Develop strong customer relationships through a consultative sales process
  • Proactively work with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities
  • Make key recommendations on products, pricing, and services
  • Link 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; 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
  • 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:

  • Competitive base salary
  • Quarterly incentives and annual bonus opportunities
  • Comprehensive benefits
  • Opportunities for professional growth and development
  • A values-based culture that focuses on providing you with all the tools and support necessary for your success

About BMO Financial Group:

BMO Financial Group is a leading financial institution with a strong commitment to innovation, customer service, and community involvement. We are dedicated to creating lasting, positive change for our customers, our communities, and our people. As a member of our team, you will have the opportunity to make a meaningful impact and contribute to our mission of Boldly Growing the Good in business and life.

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