Senior Premier Relationship Manager

1 week ago


Alhambra, California, United States Bank of Montreal Full time
Job Title: Senior Premier Relationship Manager

At Bank of Montreal, we're committed to helping our mass affluent clients achieve financial progress by understanding and planning for their future.

Job Summary:

We're seeking a Senior Premier Relationship Manager to join our team. As a key member of our Premier Services team, you'll be responsible for managing and growing an assigned portfolio of mass affluent clients. You'll partner with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience.

Key Responsibilities:
  • Serve as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory policies.
  • Work collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
  • Use a consultative sales process to develop strong customer relationships; act as the client's trusted advisor.
  • Build and manage an assigned portfolio of mass affluent clients.
  • Provide training to mentor and coach branch personnel.
  • Educate clients about available digital options for conducting banking transactions.
  • Follow security and safeguarding procedures in accordance with Bank's policies.
Requirements:
  • Typically between 4 - 6 years of relevant experience; post-secondary degree in related field preferred.
  • 7+ years of experience in a financial services organization.
  • Required: SIE Exam, Series 6, Series 63, Life & Health licenses.
  • Excellent understanding of brokerage and insurance products.
  • Strong analytical and problem-solving skills.
What We Offer:

We offer a competitive salary range of $56,000.00 - $104,000.00 and a salaried pay type. To find out more, visit us at BMO Careers.

BMO is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process.



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