Senior Premier Relationship Manager Licensed
BMO US(29 days ago)
About this role
A Senior Premier Relationship Manager at BMO manages and grows an assigned portfolio of mass-affluent clients across multiple branch locations, partnering with internal teams and financial advisors. The role focuses on delivering tailored financial planning and comprehensive banking solutions to help clients achieve their financial goals and deepen relationships.
Required Skills
- Relationship Management
- Financial Planning
- Portfolio Management
- Sales
- Lending
- Credit Analysis
- Risk Management
- Compliance
- Client Acquisition
- Collaboration
+2 more
Qualifications
- SIE
- Series 6
- Series 63
- Life & Health Licenses
- Post-Secondary Degree Preferred
- NMLS Registration
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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