Investment & Wealth Relationship Manager

UnionBank; Makati; On-site; PHP 669,600 - 1,116,000; Full time

Job summary

UnionBank Financial Services and Insurance Brokerage Inc. is seeking a Relationship Manager to oversee client relationships, align portfolios with investment objectives and risk tolerance, and achieve sales targets on investments and insurance.

The role emphasizes growing assets under management, strict compliance, and a proactive client engagement approach. The position is full-time with Makati as the primary office location.

Qualifications

• Licensure in SEC/FI preferred, open to candidates willing to obtain licensure.
• Candidate may already hold a client portfolio or wealth-management knowledge.
• Office location is Makati; highly client-facing role requiring meetings with clients.

Responsibilities

• Drive portfolio actions through proactive client engagement.
• Respond to investment-related queries and transactional requests.
• Generate referrals for new-to-bank clients.
• Identify cross-sell opportunities for cards, loans, and other products.
• Attend internal and external market outlook briefings regularly.
• Conduct portfolio reviews for 1–2 clients daily.
• Complete compliance tasks including due diligence and surveillance.
• Participate in Power Hour calls and marketing campaigns in ECRM.
• Review daily production and its impact on scorecards.

Skills

Client relationship

Investment knowledge

Sales mindset

Job description

UnionBank Financial Services and Insurance Brokerage Inc. is seeking a Relationship Manager to oversee client relationships, align portfolios with investment objectives and risk tolerance, and achieve sales targets on investments and insurance.

The role emphasizes growing assets under management, strict compliance, and a proactive client engagement approach. The position is full-time with Makati as the primary office location.