Priority Banking: Relationship Manager

East West Banking Corporation; Central Visayas; On-site; PHP 500,000 - 800,000; Full time

Job summary

East West Banking Corporation, a leading Philippine universal bank, seeks an experienced Relationship Manager for Priority Banking in Iloilo, Cebu, and Bacolod. You will drive business by prioritizing high-net-worth clients for innovative financial solutions and cross-selling, ensuring customer satisfaction and retention.

You will stay abreast of market trends, enhance service levels, and contribute to operational efficiency while building strong client relationships.

Qualifications

• Bachelor’s degree in Finance, Accountancy, Banking, Business Administration, Commerce, Marketing, Economics, or related fields.
• Licensed to sell Fixed Income and Equities; UITF TOAP Certification; and Insurance licenses (advantage)
• 2–5 years of sales experience in retail banking, preferably in wealth; fresh graduates welcome
• Solid knowledge of financial products: Deposits, FX, Fixed Income, Equities, Mutual Funds, UITFs, Bancassurance, Loans, Cash Management
• Ability to conduct in-depth portfolio reviews and provide holistic financial advice
• Strong understanding of macroeconomic landscape & its impact on wealth management
• Excellent relationship-building, communication, and consultative selling skills

Responsibilities

• Generation and maintenance of business to achieve sales targets
• Sourcing, calling, and presenting bank products/services/investment opportunities to individuals
• Building an information database on existing high-net-worth clients to support relationship-building and cross-selling
• Conducting professional consultative financial analysis and profiling with high-net-worth clients
• Foster and deepen customer relationships by providing regular market updates and trend analyses on equities, bonds, and other investments
• Provide professional service to achieve customer satisfaction and retention

Skills

Relationship-building

Communication

Consultative selling

Education

Bachelor's degree in Finance, Accountancy, Banking, Business Administration, Commerce, Marketing, Economics, or related fields

Tools

UITF TOAP Certification

Fixed Income & Equities licenses

Insurance licenses (advantage)

Job description

• Corporate Level Junior Officer to Senior Manager
• Work Arrangement: Onsite

Our Priority Banking team is looking for experienced professionals to join us in our offices in Iloilo, Cebu and Bacolod in the role of Relationship Manager.

In this role, you will drive the business by prioritizing high-net-worth clients for innovative financial solutions and cross-selling, ensuring customer satisfaction and retention. Stay abreast of market trends and competitor activities, continually enhancing service levels and operational efficiency.

East West Banking Corporation (EastWest) is one of the largest universal banks in the Philippines, and is committed to continuously invest in people and in process, product, and service enhancements, and embrace new ideas to enhance the EastWest experience.

We empower our employees to drive their careers and are committed to provide the runway for them to grow. We value teamwork and individual initiative. Join us and be part of a highly engaged team, and a workplace that promotes development and goal attainment.

Whether you're just starting out, or already a seasoned professional, EastWest can help you unleash your potential, and bridge the gap between dream to success.

What the role will entail

• Generation and maintenance of business to achieve sales targets
• Sourcing, calling, and presenting bank products/services/investment opportunities to the individual
• Building an information database on existing high-net-worth clients to support relationship-building and cross-selling efforts
• Conducting highly professional consultative financial analysis and profiling sessions with high-net-worth clients to identify suitable financial and investment products and services for them to achieve their personal financial and investment objectives
• Foster and deepen customer relationships by providing regular market information updates and trend analyses on local equities, bonds, and other investment instruments through market specialists; conduct follow-up calls/visits to assist them in their investment decisions
• Provide professional service to achieve customer satisfaction and retention

What we're looking for

• Bachelor's degree in Finance, Accountancy, Banking, Business Administration, Commerce, Marketing, Economics, or related fields
• Licensed to sell Fixed Income and Equities; with UITF TOAP Certification; and Insurance (Traditional/VUL) licenses (an advantage but not required for fresh graduates)
• 2 to 5 years of sales experience in retail banking, preferably in the wealth segment; fresh graduates with a strong academic track record are welcome to apply
• Solid knowledge of financial products such as Deposits, FX, Fixed Income, Equities, Mutual Funds, UITFs, Bancassurance, Loans, and Cash Management solutions (training will be provided for fresh graduates)
• Ability to conduct in-depth portfolio reviews and provide holistic financial advice
• Strong understanding of the macroeconomic landscape and its impact on wealth management
• Excellent relationship-building, communication, and consultative selling skills

What you can expect from joining our team

• Career development and training opportunities
• Competitive salary package and benefits
• Performance-based incentives and recognition programs to reward high-performing individuals
• Opportunity to work with industry experts and be mentored by them
• Defined career progression paths to guide you in your professional growth

To know more about us, and our career opportunities visit https://careers-page.com/eastwest-bank