Private Wealth Relationship Manager (Cebu/ Davao)

Metrobank; Davao City; On-site; PHP 600,000 - 900,000; Full time

Job summary

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.

Responsibilities

• 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.

Job description

Relationship Manager (Private Wealth Davao)

Be #InGoodHands with Metrobank

Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development.

With Metrobank, a meaningful life is within your reach!

Position Title: Private Wealth Relationship Manager

Role Exposure:

• Develop an in-depth understanding on the Financial Markets and Private Wealth management of the strongest bank in the Philippines
• Hone your leadership skills and build a competitive profile for a rewarding career as an officer of the Bank
• Take part in an extensive career progression and learn from the best Bankers in the industry

Job Summary:

The Relationship Manager (RM) is the main touchpoint between the bank and the HNWI segment. The RM is accountable for his customer base’s risk appetite and investment profiles, and serves as the primary delivery channel of the bank’s brand of customer service. The RM contributes to the bank’s business growth by meeting financial targets from these relationship accounts.

Specific Duties & Responsibilities

• Coordinates with appropriate parties from the Retail Banking Sector, Institutional Banking Sector, Market Sales Group, Consumer Lending Group for new-to-Private Wealth referrals, and to secure the pre-requisites of PW-referred accounts
• Works with the PW Support team for the completion of client onboarding requirements
• Constructs, validates, updates the account’s profile to determine the client’s banking and investment needs and risk appetite, and recommends appropriate financial solutions accordingly.
• Conducts regular portfolio reviews as part of the assessment process.
• Recommends to the Department Head potential markets, client referral resources, and opportunities for an initial dialogue with prospective new-to-bank customers.
• Ensures existing clients and candidates for on-boarding are introduced to the department head
• Attends to customers’ queries consistent with the bank’s customer experience promise, and anticipates and creates other opportunities that will lead to enhanced business relationships
• Performs other functions that may be required from time to time

Other Details:

Rank: Assistant Manager to Manager

Business Unit: Financial Markets Sector / Private Wealth Division

Office Location and Schedule: Metrobank Cebu / Davao