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Senior Premier Relationship Manager
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- A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients.
- Serve as the customers’ relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO’s expertise, technology and resources.
- Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
- Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
- Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date).
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