Senior Mass Affluent Relationship Leader

BMO U.S.; Maple Grove (MN); On-site; USD 57,500 - 106,500; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a mass affluent client advisor to proactively build and manage a portfolio across multiple branch locations in the United States. You will act as the primary contact to uncover financial needs and provide compliant solutions while collaborating with market partners and community connections.

The role emphasizes consultative sales, relationship management, and educating clients on digital banking options.

Qualifications

• Experience in financial services and banking products.
• Strong verbal and written communication skills.
• Ability to analyze cash flow, deposits and loans.

Responsibilities

• Develop and manage a portfolio of mass affluent clients across branch locations.
• Uncover financial needs and provide compliant solutions as trusted advisor.
• Collaborate with branch partners to identify prospects and opportunities.
• Review credit applications ensuring sound lending principles.
• Educate clients on digital banking options and self-serve tools.

Skills

Client advisory

Consultative sales

Relationship management

Regulatory compliance

Education

SIE + Series 6/63/65 licenses

Job description

BMO Financial Group is seeking a mass affluent client advisor to proactively build and manage a portfolio across multiple branch locations in the United States. You will act as the primary contact to uncover financial needs and provide compliant solutions while collaborating with market partners and community connections.

The role emphasizes consultative sales, relationship management, and educating clients on digital banking options.