Senior Premier Relationship Manager
BMO US(1 month ago)
About this role
A Mass Affluent Relationship Manager at BMO proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations. Acts as the primary client contact to uncover financial needs and provide tailored banking, brokerage, insurance, and investment solutions. Works collaboratively with internal partners and the community to drive growth, client retention, and deliver a high-quality customer experience.
Required Skills
- Consultative Sales
- Client Relations
- Portfolio Management
- Financial Advice
- Credit Analysis
- Community Outreach
- Training
- Digital Banking
- Risk Management
- Communication
+4 more
Qualifications
- SIE Exam
- 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.
View more jobs at BMO US →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at BMO US
Similar Jobs
Premier Relationship Manager
OCBC Bank(2 months ago)
Premier Relationship Manager
OCBC Bank(5 months ago)
Premier Relationship Manager
OCBC Bank(28 days ago)
Premier Relationship Manager
OCBC Bank(1 month ago)
Preferred Relationship Manager
Fifth Third Bank(2 months ago)
MGR/AVP, Relationship Manager - Wealth Banking
UOB(1 day ago)