Senior Premier Relationship Manager

Responsibilities

• Proactively build and manage an assigned portfolio of mass affluent clients to uncover financial needs and provide meaningful solutions.
• Act as a trusted advisor and primary point of contact, using a consultative sales process to develop strong customer relationships.
• Identify additional sales opportunities and make key recommendations on products, pricing, and services.
• Achieve sales targets by acquiring new assets from existing portfolios and new client acquisition.
• Collaborate with branch business partners to identify target profiles and create effective calling plans.
• Review credit applications to ensure sound credit granting principles and recommend remedies to maintain asset quality.
• Participate in the community to identify prospects and build referral relationships with centers of influence, such as law and accounting firms.
• Mentor and coach branch personnel to enhance their knowledge and skills regarding mass affluent clients.
• Educate clients on digital banking options and self-serve technologies.
• Ensure compliance with all regulatory, security, and safeguarding procedures to prevent fraud and maintain operational integrity.

Requirements

• 4-6 years of relevant experience in financial services.
• Required licenses: SIE Exam, Series 6, 63, 65, and State Life and Health insurance licenses (must be obtained within 120 days of start date if not currently held).
• Proven knowledge of banking products, associated services, and profitability management.
• Strong understanding of brokerage and insurance products.
• In-depth knowledge of business services, including retirement plans, business banking solutions, and succession planning.
• Excellent understanding of personal trust and investment management.
• Strong analytical, problem-solving, and communication skills.
• Ability to work independently on complex tasks and exercise sound judgment.

Preferred Qualifications

• Post-secondary degree in a related field of study.
• Possession of Series 7, 66, or 65 licenses.

Benefits

• Competitive salary and performance-based incentives.
• Comprehensive health insurance.
• Retirement savings plans.
• Tuition reimbursement.
• Accident and life insurance.

About the Company

BMO is a leading North American bank driven by a single purpose: to Boldly Grow the Good in business and life. With over 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally.