Private Wealth Relationship Leader

Metrobank; Davao City; Sur place; PHP 600 000 - 900 000; Plein temps

Résumé du poste

Metrobank is seeking a Relationship Manager (Private Wealth) for Davao/Cebu offices. You will be the primary touchpoint for HNWI clients, assess risk appetites, and tailor investment solutions to meet financial targets while upholding the bank’s service standards.

As part of the Private Wealth Division, you’ll collaborate with Retail, Institutional Banking, and Market Sales teams, conduct regular portfolio reviews, and support onboarding efforts to grow the client base and maintain strong

Qualifications

• Minimum understanding of financial markets and private wealth concepts.
• Strong interpersonal and client-facing communication.
• Willingness to develop leadership and industry knowledge.

Responsabilités

• Coordinates with multiple bank sectors for referrals and onboarding.
• Constructs and reviews client profiles to determine banking and investment needs.
• Performs regular portfolio reviews and advises on appropriate financial solutions.
• Responds to client queries in line with the bank's service promise and identifies new opportunities.
• Supports onboarding and coordination with department heads as needed.

Description du poste

Metrobank is seeking a Relationship Manager (Private Wealth) for Davao/Cebu offices. You will be the primary touchpoint for HNWI clients, assess risk appetites, and tailor investment solutions to meet financial targets while upholding the bank’s service standards.

As part of the Private Wealth Division, you’ll collaborate with Retail, Institutional Banking, and Market Sales teams, conduct regular portfolio reviews, and support onboarding efforts to grow the client base and maintain strong