Affluent Wealth Acquisition Manager

UnionBank; Quezon City; On-site; PHP 600,000 - 1,200,000; Full time

Job summary

UnionBank is seeking a Wealth Acquisitions Manager in Quezon City to drive new-to-bank deposits for the Wealth Management unit, targeting affluent clients with at least USD 100,000 in assets under management. You will uncover client needs, align solutions, and connect clients with investment and insurance partners to help achieve their financial goals.

You'll excel in a high-touch, results-driven environment, maintain strong controls through the account-opening process, and collaborate with

Qualifications

• Bachelor’s degree in Business, Finance, Marketing, or related field.
• Proven track record of meeting/exceeding sales targets.
• Excellent communication and relationship-building skills.
• Certified in finance-related fields preferred.

Responsibilities

• Acquire new-to-bank clients for Wealth Management.
• Refer clients to the investment team for profiling and analysis.
• Ensure strong controls throughout account opening.
• Deliver a remarkable experience to clients at every touchpoint.
• Collaborate effectively with internal partners as a team player.

Skills

Client relationships

Sales performance

Communication

Negotiation

Financial services

Education

Bachelor's degree in Business/Finance

Finance-related certifications (preferred)

Job description

UnionBank is seeking a Wealth Acquisitions Manager in Quezon City to drive new-to-bank deposits for the Wealth Management unit, targeting affluent clients with at least USD 100,000 in assets under management. You will uncover client needs, align solutions, and connect clients with investment and insurance partners to help achieve their financial goals.

You'll excel in a high-touch, results-driven environment, maintain strong controls through the account-opening process, and collaborate with