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Senior Premier Relationship Manager

2 months ago

West Des Moines, Iowa, United States Bank of Montreal Full time
About the Role

We are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at the Bank of Montreal. 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 on their financial needs.

Key Responsibilities
  • Client Relationship Management: Proactively build and maintain a portfolio of high-value clients, providing them with exceptional service and ensuring their financial needs are met.
  • Financial Planning and Advice: Develop and implement comprehensive financial plans for clients, providing them with expert advice on investment, savings, and borrowing strategies.
  • Product and Service Recommendations: Identify and recommend relevant products and services to clients, ensuring they are aligned with their financial goals and objectives.
  • Collaboration and Communication: Work closely with internal stakeholders, including financial advisors and product specialists, to ensure seamless delivery of services to clients.
  • Business Development: Identify new business opportunities and develop strategies to acquire new clients and grow existing relationships.
Requirements
  • Experience: 4-6 years of experience in a financial services organization, with a strong background in client relationship management and financial planning.
  • Education: Post-secondary degree in a related field of study, such as finance, business, or economics.
  • Licenses and Certifications: SIE Exam, Series 6, Series 63, Life & Health licenses, and other relevant certifications.
  • Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders. Strong analytical and problem-solving skills, with the ability to identify and recommend solutions to complex financial problems.
What We Offer
  • Competitive Compensation: A competitive salary and bonus structure, with opportunities for career advancement and professional growth.
  • Benefits: A comprehensive benefits package, including health insurance, retirement savings plans, and other perks and rewards.
  • Professional Development: Opportunities for training and development, including mentorship programs and industry certifications.