A leading financial services company in California is seeking a professional to manage mass affluent clients. You will proactively build and manage a client portfolio, uncover financial needs, and provide tailored solutions. The ideal candidate has a strong background in banking, holds required financial licenses, and possesses excellent relationship-building skills. This role comes with competitive compensation and benefits, emphasizing professional growth and community engagement.
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Senior Mass Affluent Relationship Manager — Trusted Advisor
BMO U.S. · Vacaville, CA, USA ·
- Pay:
- 60.000 - 80.000
- Job type:
- Full Time