Senior Mass Affluent Relationship Advisor

BMO U.S.; Des Moines (IA); On-site; USD 52,000 - 96,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plan

Job summary

BMO U.S. is seeking a client-focused financial professional to proactively manage a mass affluent client portfolio across multiple branch locations. You will uncover needs, provide compliant solutions, and collaborate with partners to deliver an excellent customer experience.

The role emphasizes relationship-building, credit review, and guidance on digital banking tools, while meeting sales targets and adhering to regulatory requirements.

Qualifications

• Licensing and regulatory requirements for US banking and securities roles.
• Knowledge of banking products, pricing, profitability management.
• Liaison between clients and internal partners to provide solutions.

Responsibilities

• Proactively manages a portfolio of mass affluent clients across branches.
• Uncovers financial needs and provides compliant solutions.
• Achieves sales targets by acquiring assets from existing and new clients.
• Review credit applications to ensure sound principles and risk management.
• Educates clients on digital banking options and self-serve tools.
• Mentor branch personnel to enhance product knowledge and skills.
• Identify centers of influence to grow the client base.

Skills

SIE Exam

Series 6

Series 63

Series 65

State Life and Health licenses

Series 7

Series 66

Job description

BMO U.S. is seeking a client-focused financial professional to proactively manage a mass affluent client portfolio across multiple branch locations. You will uncover needs, provide compliant solutions, and collaborate with partners to deliver an excellent customer experience.

The role emphasizes relationship-building, credit review, and guidance on digital banking tools, while meeting sales targets and adhering to regulatory requirements.