HNW Wealth Acquisition Advisor

RCBC; Makati; On-site; PHP 900,000 - 1,700,000; Full time

Job summary

RCBC is seeking a Wealth Acquisition Relationship Manager in Makati to expand our wealth management client base by onboarding new-to-bank clients and tailoring bespoke solutions. You will act as trusted advisor, identify prospects, and coordinate seamless onboarding with internal teams.

Ideal candidates have at least 3 years in a similar role, a wide network of clients including HNW/affluent segments, and the ability to deliver sound financial guidance.

Qualifications

• At least 3 years experience in the same capacity and similar or related role /function.
• With existing wide network of clients.
• A proven track record of building and maintaining relationships with HNW / affluent clients.
• Able to provide effective and sound financial and investment advice to clients.
• Preferrably Chinese Speaking, but not required.
• Sales and Marketing-oriented.

Responsibilities

• Customer Acquisition: Identify and prospect potential clients who are new to the bank and have wealth management needs.
• Trusted Financial Advisor: Meet with prospective clients to understand their financial objectives, risk tolerance, and investment preferences.
• Seamless Client Onboarding: Coordinate with internal teams to facilitate the onboarding process for new clients.
• Performance Tracking and Reporting: Monitor KPIs related to client acquisition and revenue generation.
• Collaboration: Collaborate with internal stakeholders to deliver wealth management solutions.

Skills

Sales acumen

Relationship-building

Financial expertise

Wealth management

Client onboarding

Prospecting

Job description

RCBC is seeking a Wealth Acquisition Relationship Manager in Makati to expand our wealth management client base by onboarding new-to-bank clients and tailoring bespoke solutions. You will act as trusted advisor, identify prospects, and coordinate seamless onboarding with internal teams.

Ideal candidates have at least 3 years in a similar role, a wide network of clients including HNW/affluent segments, and the ability to deliver sound financial guidance.