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Premier Client Advisor
2 months ago
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 organization, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert advice and guidance to help them achieve their financial goals.
Key Responsibilities- Proactively manage and build an assigned portfolio of clients across multiple branch locations.
- Act as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.
- Partner one on one with a Financial Advisor to guide clients through the financial planning process.
- Enjoy a competitive base salary, quarterly and annual incentive opportunities, as well as best in class benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities.
- 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.
- A competitive base salary of $93,600.00.
- A comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
- The opportunity to work with a dynamic and supportive team.
- The chance to make a real impact in the lives of our clients and in our communities.
