Personal Relationship Manager Strathroy
L
Libro Credit Union
📍 strathroy, on, Canada
Job Description
Elevate financial well-being as a Personal Relationship Manager at Libro Credit Union in Strathroy. Help high-value members with expert financial advice and solutions tailored to their unique needs.
As a Personal Relationship Manager, you will manage a portfolio of valuable members, serving as their primary financial contact. Your role involves providing personalized advice on lending, mortgages, and investment transactions while proactively engaging in business development. You will enhance member loyalty and drive consolidation of financial services.
Key Responsibilities:
• Manage portfolio of high-value members
• Provide expert financial advice and solutions
• Identify opportunities for consolidating services
• Engage in targeted business development efforts
• Offer mutual fund investment advice to members
Requirements:
• Bachelor's degree in business or finance
• Mutual Funds license required
• 3...
As a Personal Relationship Manager, you will manage a portfolio of valuable members, serving as their primary financial contact. Your role involves providing personalized advice on lending, mortgages, and investment transactions while proactively engaging in business development. You will enhance member loyalty and drive consolidation of financial services.
Key Responsibilities:
• Manage portfolio of high-value members
• Provide expert financial advice and solutions
• Identify opportunities for consolidating services
• Engage in targeted business development efforts
• Offer mutual fund investment advice to members
Requirements:
• Bachelor's degree in business or finance
• Mutual Funds license required
• 3...