Elite Wealth Acquisition Manager

RCBC; Philippines; On-site; PHP 900,000 - 1,200,000; Full time

Job summary

RCBC is seeking an Wealth Acquisition Relationship Manager to expand our client base for Wealth Management. You will identify and attract high-net-worth individuals, understand their financial goals, and offer tailored wealth solutions.

The role requires coordinating onboarding, maintaining client reports, and delivering exceptional service. With a focus on relationship-building and advisory excellence, you will work closely with internal teams to grow AUM and revenue while ensuring a seamless

Qualifications

• 3+ years of relevant experience in acquiring wealthy clients.
• Proven ability to build and maintain relationships with HNW / affluent clients.
• Strong sales and advisory skills with market understanding.
• Willingness to engage Chinese-speaking (preferred) but not required.

Responsibilities

• Identify and prospect new-to-bank clients for wealth management.
• Act as trusted financial advisor and present tailored investment proposals.
• Coordinate onboarding and ensure accurate reporting and servicing of accounts.
• Collaborate with internal teams to deliver comprehensive wealth solutions.

Skills

Sales

Relationship-building

Financial advisory

New client acquisition

Job description

RCBC is seeking an Wealth Acquisition Relationship Manager to expand our client base for Wealth Management. You will identify and attract high-net-worth individuals, understand their financial goals, and offer tailored wealth solutions.

The role requires coordinating onboarding, maintaining client reports, and delivering exceptional service. With a focus on relationship-building and advisory excellence, you will work closely with internal teams to grow AUM and revenue while ensuring a seamless