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Financial Consultant Wealth Management

Senior Premier Relationship Manager — Mass Affluent Wealth Solutions

Job in Berkeley, Alameda County, California, 94709, USA
Listing for: BMO U.S.
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial services firm is seeking a Senior Premier Relationship Manager in Berkeley, California, to manage and grow a portfolio of mass affluent clients. You will act as a trusted advisor, uncovering client financial needs, and delivering tailor-made solutions through collaboration with financial advisors and branch partners. This role requires strong industry knowledge, regulatory compliance expertise, and exceptional relationship management skills.

Offers competitive salary and benefits, including performance incentives and opportunities for professional growth.
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Position Requirements
10+ Years work experience
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