HNWI Wealth Relationship Advisor

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

Job summary

RCBC Philippines is seeking a Wealth Management professional to service high net worth clients within the Retail Banking Group and deepen existing relationships with informed investment guidance. You will plan calls and visits, assess risk profiles, identify opportunities to grow assets under management, and provide advice on investment products.

Collaborating with Relationship Managers, you will prepare portfolio reports and stay updated on markets to help clients achieve their financial

Qualifications

• Bachelor’s degree in a business field.
• Working knowledge of general banking and investment products.
• Sales and marketing orientation with client-facing experience.

Responsibilities

• Collaborate with the Retail Banking Group to deepen relationships with HNW clients.
• Plan calls/visits to identify investment needs and assess risk profiles.
• Prepare investment portfolio reports and discuss growth strategies for AuM and income.
• Assist Wealth Management RMs with financial advice and services as needed.
• Stay updated on markets and investment products to advise clients effectively.
• Source and acquire new clients for Wealth Management as required.

Skills

Banking knowledge

Investment products knowledge

Sales-oriented

Relationship management

Education

Bachelor's degree in Business

Job description

RCBC Philippines is seeking a Wealth Management professional to service high net worth clients within the Retail Banking Group and deepen existing relationships with informed investment guidance. You will plan calls and visits, assess risk profiles, identify opportunities to grow assets under management, and provide advice on investment products.

Collaborating with Relationship Managers, you will prepare portfolio reports and stay updated on markets to help clients achieve their financial