What are the responsibilities and job description for the Financial Services Relationship Manager position at BMO Financial?
At BMO Financial Group, we are committed to helping our clients achieve their financial goals. As a Senior Premier Relationship Manager, you will play a critical role in managing and growing an assigned portfolio of mass affluent clients.
The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next. A BMO Senior Premier Relationship Manager is charged with partnering with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience.
This is a licensed position requiring the SIE, Series 6, 63, Life and Health licenses. The successful candidate will be responsible for serving as the customers' relationship manager, providing personalized attention to uncover their specific financial needs and goals, backed by BMO's expertise, technology and resources.
Key responsibilities include:
- Serving as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.
- Working collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
- Using a consultative sales process to develop strong customer relationships; acting as client's trusted advisor and primary point of contact.
In addition to these key responsibilities, the successful candidate will have the opportunity to work with internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers' financial needs.
We are seeking a highly motivated and experienced individual who possesses excellent communication and interpersonal skills, as well as a proven track record of success in a related field. The ideal candidate will be able to work independently on a range of complex tasks, exercise judgment to identify, diagnose, and solve problems within given rules, and maintain the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
