Senior Premier Relationship Manager
BMO US(3 months ago)
About this role
A Senior Premier Relationship Manager at BMO manages and grows a portfolio of mass-affluent clients, partnering with branch teams and financial advisors to deliver tailored banking and wealth solutions. The role focuses on understanding clients’ financial goals, providing personalized financial planning and banking expertise, and representing the bank in the community to drive client acquisition and retention.
Required Skills
- Relationship Management
- Financial Planning
- Consultative Sales
- Portfolio Management
- Client Acquisition
- Credit Analysis
- Lending Products
- Mortgage Knowledge
- Insurance Products
- Brokerage Products
+9 more
Qualifications
- SIE Exam
- Series 6
- Series 63
- Life & Health License
- Post-Secondary Degree (Preferred)
- NMLS/SAFE Act 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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