Senior Premier Relationship Manager
BMO US(2 months ago)
About this role
A Licensed Senior Premier Relationship Manager at BMO manages and grows an assigned portfolio of mass-affluent clients, partnering with branch teams and financial advisors to deliver tailored financial solutions. The role focuses on building long-term client relationships and leveraging BMO resources to support clients’ banking, lending, and investment needs.
Required Skills
- Relationship Management
- Financial Planning
- Client Acquisition
- Portfolio Management
- Lending
- Credit Analysis
- Compliance
- Sales
- Collaboration
- Communication
+1 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)
Relationship Manager Premier Banking
Commonwealth Bank of Australia(2 months ago)
Relationship Manager, Premier Banking - Sydney CBD
Commonwealth Bank of Australia(1 month ago)
Premier Relationship Manager
OCBC Bank(1 month ago)
Premier Relationship Manager
OCBC Bank(4 months ago)