Senior Banking Relationship Manager
11 hours ago
At BMO Financial Group, we are seeking an experienced Senior Banking Relationship Manager to join our team. This is a critical role that requires a strong background in banking, financial planning, and customer relationship management.
About the RoleThe Senior Banking Relationship Manager will be responsible for developing and maintaining relationships with high-net-worth clients, providing them with tailored financial solutions and exceptional service. This includes working closely with internal stakeholders to understand client needs and preferences, identifying opportunities to grow revenue, and implementing strategic plans to achieve business objectives.
Key Responsibilities- Manage a portfolio of high-value clients, providing personalized service and expert advice on complex financial matters.
- Develop and execute business plans to grow revenue and retain existing clients, while ensuring adherence to risk management principles.
- Collaborate with cross-functional teams to identify new business opportunities and develop innovative solutions to meet client needs.
- Stay up-to-date with market trends, regulatory changes, and industry developments to ensure continued expertise and competitiveness.
- 9+ years of relevant experience in banking, financial planning, or a related field, with a proven track record of success.
- Post-secondary degree in a related field or equivalent combination of education and experience.
- Strong leadership and people management skills, with ability to mentor and guide junior team members.
- Expert knowledge of financial planning, banking products, and services, with ability to communicate complex concepts to clients.
- Excellent communication, negotiation, and interpersonal skills, with ability to build strong relationships with clients and internal stakeholders.
BMO Financial Group offers a competitive compensation package, including a base salary of $120,000 - $180,000 per year, plus performance-based incentives and discretionary bonuses. We also offer a comprehensive benefits program, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
In addition to these benefits, you will have the opportunity to work with a talented and dynamic team, dedicated to delivering exceptional results and making a lasting impact in the community.
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