Affluent Wealth Acquisition Manager

UnionBank of the Philippines; Pasig; On-site; PHP 669,600 - 1,116,000; Full time

Job summary

UnionBank of the Philippines is seeking a Wealth Acquisitions Manager in Pasig City. This role focuses on acquiring new deposit clients with at least USD 100,000 in assets for the Wealth Management Business. You will identify client needs and connect them with appropriate banking solutions.

The ideal candidate has a Bachelor’s degree, at least 5 years of sales experience, and a client-centric mindset. Responsibilities include ensuring compliance during account openings and delivering an exceptional client experience.

Qualifications

• At least 5 years of sales experience, ideally in wealth management or financial services.
• Strong presentation skills.
• Client-centric mindset.

Responsibilities

• Acquire new-to-bank clients for the Wealth Management arm of the bank.
• Deliver a remarkable experience to clients at every touchpoint.
• Collaborate effectively with internal partners.

Skills

Attention to detail

Communication

Social skills

Teamwork

Client-centric mindset

Education

Bachelor’s degree in Business or any relevant course

Job description

UnionBank of the Philippines is seeking a Wealth Acquisitions Manager in Pasig City. This role focuses on acquiring new deposit clients with at least USD 100,000 in assets for the Wealth Management Business. You will identify client needs and connect them with appropriate banking solutions.

The ideal candidate has a Bachelor’s degree, at least 5 years of sales experience, and a client-centric mindset. Responsibilities include ensuring compliance during account openings and delivering an exceptional client experience.