Senior Personal Relationship Manager – Wealth & Lending

Logic Executive Search & Workplace Solutions; Kingsville; On-site; CAD 71,639 - 95,519; Full time

Benefits offered by this job

Competitive salary

Short-term incentive pay bonus

Career development opportunities

Job summary

A respected recruitment agency is seeking a Personal Relationship Manager to join a banking organization in Kingsville, Ontario. This is a full-time role focusing on managing high-value member relationships, providing expert financial advice, and driving growth opportunities. Candidates should possess a degree in business or finance and have over three years of experience in personal banking or financial advisory roles. This position offers a competitive salary and a supportive work environment focused on professional growth.

Qualifications

• 3+ years of experience in personal banking, relationship management, or financial advisory.
• Results-driven with strong negotiation and relationship management skills.
• PFP or CFP designation (or working toward) preferred.

Responsibilities

• Manage a defined portfolio of high-value members.
• Provide expert financial advice across lending and banking.
• Identify opportunities to drive member loyalty and value.

Skills

Financial advice

Portfolio management

Business development

Relationship management

Communication skills

Education

Diploma or Bachelor’s degree in business or finance

Tools

Financial products knowledge

Job description

A respected recruitment agency is seeking a Personal Relationship Manager to join a banking organization in Kingsville, Ontario. This is a full-time role focusing on managing high-value member relationships, providing expert financial advice, and driving growth opportunities. Candidates should possess a degree in business or finance and have over three years of experience in personal banking or financial advisory roles. This position offers a competitive salary and a supportive work environment focused on professional growth.