Elite Premier Wealth Relationship Manager

Q2 HR Solutions; Metro Manila; On-site; PHP 446,400 - 669,600; Full time

Job summary

Q2 HR Solutions is seeking a Premier Relationship Manager in Metro Manila. This role involves managing a portfolio of high-value clients while delivering exceptional financial planning services. Candidates should have a minimum of 3 years of experience in financial services and a strong expertise in wealth management. Excellent communication skills are essential, along with a proven ability in sales and relationship management. The position emphasizes client engagement and driving business growth through strategic relationship management.

Qualifications

• Minimum of 3 years experience in financial services or retail sales.
• Strong technical expertise in wealth management and relationship management.
• Excellent communication and influencing skills in English and local languages.

Responsibilities

• Manage a portfolio of high-value clients.
• Conduct regular portfolio reviews for cross-selling opportunities.
• Collaborate with branch teams to meet business performance targets.

Skills

Financial services expertise

Relationship management

Sales and networking

Communication skills

Job description

Q2 HR Solutions is seeking a Premier Relationship Manager in Metro Manila. This role involves managing a portfolio of high-value clients while delivering exceptional financial planning services. Candidates should have a minimum of 3 years of experience in financial services and a strong expertise in wealth management. Excellent communication skills are essential, along with a proven ability in sales and relationship management. The position emphasizes client engagement and driving business growth through strategic relationship management.