Insurance Solutions Manager-UFSI

UnionBank; Pasig; On-site; PHP 500,000 - 900,000; Full time

Job summary

UnionBank Financial Services and Insurance Brokerage Inc. in Metro Manila is seeking an Insurance Solutions Manager to partner with Relationship Managers and Personal Bankers to identify investment opportunities and tailor wealth solutions.

You will serve as a subject matter expert, providing market insights and client advisory support to drive exceptional experiences. In this role you will monitor market trends, accompany client meetings, ensure regulatory compliance, and help the team deliver

Qualifications

• Experience in investments, wealth management, banking, or financial services.
• Strong knowledge of financial markets, investment products, and portfolio solutions.
• Excellent communication, relationship-building, and client advisory skills.
• Strong analytical and critical thinking abilities with the ability to interpret market developments.
• Accountable, adaptable, collaborative, and committed to continuous learning and professional growth.

Responsibilities

• Partner with Relationship Managers and Personal Bankers to identify investment and wealth management opportunities.
• Assess client needs and recommend suitable investment solutions aligned with their financial goals.
• Accompany Relationship Managers on client meetings and sales calls to provide expert investment advice.
• Monitor market trends, analyze their impact on investment products, and share insights with the team.
• Ensure compliance with regulatory requirements while enhancing customer experience and service quality.

Skills

Investments

Wealth management

Financial services

Market knowledge

Communication

Client advisory

Analytical thinking

Job description

Company: UnionBank Financial Services and Insurance Brokerage Inc.
Office Location: UB Square, Quezon, Metro Manila, Philippines
Employment Type: Probationary

About The Role

The Insurance Solutions Manager works closely with Relationship Managers and Personal Bankers to identify business opportunities, assess client needs, and recommend suitable investment and wealth solutions. This role serves as a subject matter expert, providing market insights, product expertise, and client advisory support while helping drive exc eptional customer experiences.

What You’ll Do

• Partner with Relationship Managers and Personal Bankers to identify investment and wealth management opportunities.
• Assess client needs and recommend suitable investment solutions aligned with their financial goals.
• Accompany Relationship Managers on client meetings and sales calls to provide expert investment advice.
• Monitor market trends, analyze their impact on investment products, and share insights with the team.
• Ensure compliance with regulatory requirements while enhancing customer experience and service quality.

What We’re Looking For

• Experience in investments, wealth management, banking, or financial services.
• Strong knowledge of financial markets, investment products, and portfolio solutions.
• Excellent communication, relationship-building, and client advisory skills.
• Strong analytical and critical thinking abilities with the ability to interpret market developments.
• Accountable, adaptable, collaborative, and committed to continuous learning and professional growth.