Senior Premier Relationship Manager
4 days 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, providing personalized attention to uncover their specific financial needs and goals.
Key Responsibilities- 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.
- 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 customer 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.
We offer a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities.
We are committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
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