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 on 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) like law and accounting firms
• Mentor and coach branch personnel to enhance knowledge regarding mass affluent clients
• Ensure all activities comply with regulatory policies, risk management frameworks, and ethical standards

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 products, investment products, and brokerage services
• Strong understanding of lending, credit risk policies, and cash flow analysis
• Ability to manage client portfolios and execute sales strategies
• Proficiency in financial needs discovery and product solution design

Preferred Qualifications

• Post-secondary degree in a related field of study
• Series 7 or Series 66 licenses

About the Company

BMO is a leading North American bank driven by a purpose to Boldly Grow the Good in business and life. Serving more than 12 million customers, BMO provides personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally.