Senior Premier Relationship Manager
BMO US(1 month ago)
About this role
A banking advisor role responsible for proactively building and managing a portfolio of mass-affluent clients across multiple branch locations. Acts as the primary client contact to uncover financial needs, provide tailored financial solutions, and collaborate with internal partners and community contacts to grow relationships and assets under management.
Required Skills
- Consultative Sales
- Client Management
- Relationship Building
- Financial Analysis
- Credit Review
- Compliance
- Portfolio Management
- Insurance Knowledge
- Brokerage Knowledge
- Trust Investments
+4 more
Qualifications
- SIE
- Series 6
- Series 63
- Life & Health License
- NMLS Registration
- Post-Secondary Degree (Preferred)
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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