Senior Premier Relationship Manager
BMO US(1 month ago)
About this role
A BMO Senior Premier Relationship Manager is responsible for managing and growing a portfolio of mass affluent clients, partnering with multiple branch locations and financial advisors. The role focuses on helping clients plan for their financial futures using BMO’s products, technology and resources to deliver tailored banking and wealth solutions.
Required Skills
- Relationship Management
- Financial Planning
- Client Acquisition
- Portfolio Management
- Credit Analysis
- Lending
- Sales
- Regulatory Compliance
- Communication
- Digital Banking
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.
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