Senior Premier Relationship Manager
BMO US(1 month ago)
About this role
A Licensed Senior Premier Relationship Manager at BMO manages and grows an assigned portfolio of mass-affluent clients by delivering tailored financial solutions and planning. The role partners with branch locations and financial advisors to provide banking, lending, brokerage, and insurance guidance while representing BMO’s customer-centric approach. It focuses on building long-term client relationships and supporting clients’ broader financial goals.
Required Skills
- Relationship Management
- Financial Planning
- Client Acquisition
- Portfolio Management
- Sales
- Credit Analysis
- Lending
- Compliance
- Risk Management
- Collaboration
+2 more
Qualifications
- SIE Exam
- Series 6 License
- Series 63 License
- Life & Health License
- Post-Secondary Degree (Preferred)
- NMLS Registration (Required)
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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