What are the responsibilities and job description for the Financial Services Portfolio Manager position at BMO Financial Group?
Client Relationships Specialist
As a Senior Premier Relationship Manager at BMO Financial Group, you'll serve as the primary point of contact for a portfolio of high-net-worth clients. Your goal will be to build strong relationships, understand their financial goals, and deliver personalized solutions to meet their needs.
You'll collaborate with internal teams and external partners to identify new business opportunities and develop strategic plans to drive growth. Your expertise in banking products and services will be invaluable in helping you to provide customized solutions to your clients.
- Serve as the customers' relationship manager, providing personalized attention to uncover their specific financial needs and goals.
- Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory policies.
- Works collaboratively within the market, partners, and the community to build relationships and deliver the desired customer experience.
