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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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BMO · Newport Beach
