HNW Wealth Relationship Manager & Growth Advisor

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

Job summary

RCBC Wealth Management in Manila seeks a Relationship Manager to solicit new accounts and deepen relationships with high net worth clients. You will plan calls and visits, build a referrals network, and tailor investment offerings to client needs.

You will ensure compliant onboarding with KYC/AML, coordinate with bank teams, and provide financial advisory services while striving to grow assets under management and deliver excellent client service.

Qualifications

• Experience in wealth management or relationship management with high-net-worth clients.
• Ability to solicit new accounts and deepen client relationships.
• Ability to plan calls and visits and build referrals network.
• Knowledge of KYC/AML onboarding processes.
• Ability to coordinate with bank teams and provide financial advisory services.

Responsibilities

• Solicit new accounts and deepen relationships with high-net-worth clients.
• Plan calls and visits and build a referrals network.
• Tailor investment offerings to client needs.
• Ensure compliant onboarding with KYC/AML.
• Coordinate with bank teams and provide financial advisory services.
• Grow assets under management and deliver excellent client service.

Skills

Relationship management

Client service

Financial advisory

Lead generation

KYC/AML compliance

Networking

Job description

RCBC Wealth Management in Manila seeks a Relationship Manager to solicit new accounts and deepen relationships with high net worth clients. You will plan calls and visits, build a referrals network, and tailor investment offerings to client needs.

You will ensure compliant onboarding with KYC/AML, coordinate with bank teams, and provide financial advisory services while striving to grow assets under management and deliver excellent client service.