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Senior Mass Affluent Relationship Manager
Job in
Wood Dale, DuPage County, Illinois, 60399, USA
Listed on 2026-07-15
Listing for:
Bank of Montreal
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Bank of Montreal is seeking a Mass Affluent Banking Specialist to proactively manage a client portfolio, uncover financial needs, and provide tailored solutions. The role emphasizes compliance, relationship building, and collaboration with internal partners to achieve sales targets.
Ideal candidates will hold required securities licenses (SIE, Series 6, 63, 65) with Series 7/66 preferred, and possess strong communication and analytical skills.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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