Premier Relationship Manager

Q2 HR Solutions; Metro Manila; On-site; PHP 446,400 - 669,600; Full time

Job summary

Q2 HR Solutions is seeking a Premier Relationship Manager in Metro Manila. This role involves managing a portfolio of high-value clients while delivering exceptional financial planning services. Candidates should have a minimum of 3 years of experience in financial services and a strong expertise in wealth management. Excellent communication skills are essential, along with a proven ability in sales and relationship management. The position emphasizes client engagement and driving business growth through strategic relationship management.

Qualifications

• Minimum of 3 years experience in financial services or retail sales.
• Strong technical expertise in wealth management and relationship management.
• Excellent communication and influencing skills in English and local languages.

Responsibilities

• Manage a portfolio of high-value clients.
• Conduct regular portfolio reviews for cross-selling opportunities.
• Collaborate with branch teams to meet business performance targets.

Skills

Financial services expertise

Relationship management

Sales and networking

Communication skills

Job description

About the job Premier Relationship Manager

Role Overview

As a Premier Relationship Manager, you will be responsible for managing a portfolio of high-value clients, delivering exceptional financial planning services, and driving business growth through acquisition, cross-selling, and retention. This client-facing role requires professionalism, in-depth financial expertise, and a strong commitment to delivering service excellence.

Key Responsibilities

• Serve as a trusted advisor to Premier clients, understanding their financial needs and recommending suitable products and services.
• Acquire new clients and upgrade existing ones through strategic relationship management.
• Conduct regular portfolio reviews to identify cross-selling opportunities and deepen client engagement.
• Refer non‑qualified business to appropriate internal partners in line with proposition protocols.
• Identify opportunities for wealth reviews and collaborate with wealth advisers to deliver tailored solutions.
• Ensure operational integrity and compliance with the bank's Target Operating Model (TOM) to maintain operational excellence.
• Collaborate with the branch and direct teams to meet business performance targets.
• Deliver consistent, personalized service and contribute to process and service improvements.
• Maintain up-to-date knowledge of financial products and services across the Group.
• Support the implementation of the Premier and Wealth Management Strategy within the branch.

Qualifications & Requirements

• Minimum of 3 years experience in financial services or retail sales, with a proven track record in insurance and investment product sales.
• Strong technical expertise in wealth management and relationship management with high‑net‑worth clients.
• Excellent communication and influencing skills, with fluency in English and local languages.
• Demonstrated ability in sales, networking, and portfolio management.
• In-depth understanding of financial services products, client relationship systems, and business banking segments.
• Valid local regulatory licenses and accreditations in wealth management as required.
• Strong awareness of compliance, credit, risk, and internal control to maintain a balanced risk environment.