Client Growth & Relationship Banker

UnionBank; Makati; On-site; PHP 420,000 - 660,000; Full time

Job summary

UnionBank in Makati is seeking a Relationship Banker to acquire and manage client relationships, grow the portfolio, and deliver quality financial solutions with high compliance standards. You will lead sales calls, prospect new clients, manage pipelines, and collaborate with internal teams to ensure timely, accurate service and client satisfaction.

A degree in business or finance and relevant certifications are preferred.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, Marketing, or a related field is required.
• Strong sales, prospecting, client acquisition, negotiation, and closing skills.
• Strong relationship and portfolio management skills with a client-service mindset.
• Results-driven, organized, adaptable, and able to work effectively in a target-driven environment.
• Willing and able to complete required regulatory certifications, including UITF Certification (UCP) and SEC Fixed Income Certification/License; existing relevant certifications are an advantage.

Responsibilities

• Build, manage, and strengthen long-term client relationships.
• Prospect for new clients and identify opportunities to grow the portfolio.
• Manage sales calls, leads, follow-ups, and client acquisition pipelines.
• Address client needs and concerns using sound judgment and analytical thinking.
• Collaborate with internal teams while ensuring timely, accurate, and quality client service

Skills

Sales

Prospecting

Acquisition

Negotiation

Communication

Relationship Building

Analytics

Organization

Adaptability

Resilience

Collaboration

Accountability

Compliance

Integrity

Client Service

Education

Bachelor’s degree in Business, Finance, Economics, Marketing, or a related field

Job description

UnionBank in Makati is seeking a Relationship Banker to acquire and manage client relationships, grow the portfolio, and deliver quality financial solutions with high compliance standards. You will lead sales calls, prospect new clients, manage pipelines, and collaborate with internal teams to ensure timely, accurate service and client satisfaction.

A degree in business or finance and relevant certifications are preferred.