What are the responsibilities and job description for the Financial Services Relationship Manager position at BMO Financial?
BMO Financial Group is on an exciting journey to Boldly Grow the Good in business and life. Our mission is to help mass affluent clients make real financial progress by understanding and planning for what comes next.
Job Description
- As a Senior Premier Relationship Manager, you will serve as the customers' relationship manager, providing personalized attention to uncover their specific financial needs and goals.
- You will act as the primary client contact, identifying financial needs and providing meaningful solutions in compliance with regulatory and compliance policies.
We are looking for a seasoned professional with a proven track record of managing and growing an assigned portfolio of mass affluent clients. If you have excellent verbal and written communication skills, analytical and problem-solving skills, and experience working with banking products and services, we encourage you to apply.
