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Premier Client Specialist at BMO - ApplyBlast

Premier Client Specialist

BMO

5 months ago

3.6 on Glassdoor

San Lorenzo, CA

Hybrid

Full Time

Senior

0 applicants

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About this role

This role serves as the primary client contact for uncovering financial needs and delivering holistic banking and investment solutions, with a focus on new client acquisition and growing assets under management. You will collaborate with Financial Advisors and industry partners to build relationships, execute sales strategies, and provide guidance on various financial products including deposits, loans, and insurance.

Responsibilities

Develop recommendations by taking a financial planning approach
Proactively manage assigned customer portfolios to identify sales opportunities
Achieve targets by acquiring new assets from existing and new clients
Execute sales strategies through a defined business plan
Cultivate strategic relationships with key client stakeholders

Skills

Qualifications

Series 6 LicenseSeries 63 LicenseSeries 65 LicenseState Life and Health Insurance LicenseSeries 7 License

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

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BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.