Relationship Manager at BMO - ScoutJobs - The AI-curated global job board
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Posted 23 days ago

Relationship Manager

BMORelationship Manager

Perks & benefits

AccommodationEducation AllowanceHealth InsuranceTransportation

Requirements

7+ years relationship management experience, Bachelor's degree in Business, Finance, or Accounting, Commercial credit expertise, Financial analysis proficiency, Portfolio management skills

Skills

BankingFinancial Analysis

About the role

Responsibilities

  • Build and grow a portfolio of commercial clients with strong connections to Pacific Rim markets
  • Structure complex lending solutions and secure credit approvals through collaboration with internal stakeholders
  • Develop new business by identifying prospects and cross-selling bank products including credit, trust, and cash management
  • Manage high-value client relationships by providing strategic financial advice and exceptional service
  • Analyze market trends, industry developments, and competitive positioning to optimize client solutions
  • Ensure strict adherence to regulatory requirements, internal controls, and risk management frameworks
  • Prepare performance reports and market insights for senior leadership to drive strategic decision-making

Requirements

  • 7+ years of experience in Relationship Management, Account Management, or Portfolio Management within a corporate banking environment
  • Bachelor's degree in Business Administration, Finance, Accounting, or a related discipline
  • Deep expertise in commercial credit, risk assessment, and structuring complex deals
  • Proficiency in financial analysis and portfolio management
  • Proven track record of meeting sales metrics and generating significant revenue

Preferred Qualifications

  • Experience working with Pacific Rim clients and understanding cross-border business needs and cultural nuances
  • Bilingual proficiency in Mandarin, Cantonese, Vietnamese, Korean, or Japanese

Benefits

  • Competitive salary range
  • Performance-based incentives and discretionary bonuses
  • Comprehensive health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
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Relationship Manager

BMO · Newport Beach

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