Premier Client Specialist

Responsibilities

• Act as the primary client contact to provide holistic banking and investment solutions
• Drive new client acquisition and grow Assets Under Management (AUM) through deposits and investments
• Take a consultative approach to relationship building and financial planning
• Provide financial advice and guidance using products such as mutual funds, annuities, 529s, and life insurance
• Collaborate with Financial Advisors to address complex client financial needs
• Develop and execute business plans and sales strategies to achieve objectives
• Identify and cultivate relationships with Centers of Influence (COIs) such as law and accounting firms
• Monitor sales and service performance and implement action plans to close performance gaps
• Review credit applications to ensure sound credit granting principles and adherence to risk policies

Requirements

• 3+ years of relevant experience in financial services
• Possession of SIE Exam, Series 6, 63, and 65 licenses
• State Life and Health insurance licenses
• In-depth knowledge of banking and investment products, including brokerage and insurance
• Strong understanding of deposit, loan, and credit risk policies
• Ability to perform cash flow analysis and understand lending processes
• Proficiency in client portfolio management and financial needs discovery

About the Company

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management, and investment services to more than 12 million customers across Canada, the United States, and globally.