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Banking & Finance

Senior Mass Affluent Relationship Lead

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: BMO
Full Time position
Listed on 2026-01-03
Job specializations:
  • Finance & Banking
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 69000 - 127800 USD Yearly USD 69000.00 127800.00 YEAR
Job Description & How to Apply Below
A leading financial services provider in San Jose is seeking a Senior Premier Relationship Manager to manage a portfolio of mass affluent clients. This role requires providing personalized financial solutions, achieving sales targets, and collaborating with branch partners. Candidates should have relevant experience and required licenses in financial services. A competitive salary and comprehensive benefits are offered.
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Position Requirements
10+ Years work experience
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