Relationship Banker

Union Bank of the Philippines; Manila; In loco; PHP 360.000 - 600.000; Tempo pieno

Descrizione del lavoro

Union Bank of the Philippines is seeking a Relationship Banker in Makati, Metro Manila to acquire and manage client relationships, grow the portfolio, and deliver quality financial solutions. The role requires sales discipline, analytical thinking, and strong compliance standards.

You will build and manage client relationships, prospect new clients, and collaborate with internal teams to ensure excellent service and timely delivery of solutions.

Competenze

• Bachelor’s degree in Business, Finance, Economics, Marketing, or a related field.
• Strong sales, prospecting, client acquisition, negotiation, and closing skills.
• Willing and able to complete required regulatory certifications, including UITF Certification (UCP) and SEC Fixed Income Certification/License; existing relevant certifications are an advantage.

Mansioni

• Build, manage, and strengthen long‑term client relationships.
• Prospect for new clients and identify opportunities to grow the portfolio.
• Manage sales calls, leads, follow‑ups, and client acquisition pipelines.
• Address client needs and concerns using sound judgment and analytical thinking.
• Collaborate with internal teams while ensuring timely, accurate, and quality client service

Conoscenze

Sales

Prospecting

Acquisition

Negotiation

Communication

Relationship-Building

Analytics

Organization

Adaptability

Resilience

Collaboration

Accountability

Compliance

Integrity

Client-Service

Formazione

Bachelor’s degree in Business, Finance, Economics, Marketing, or a related field

Strumenti

UITF Certification (UCP)

SEC Fixed Income Certification/License

Descrizione del lavoro

Insular Ayala-Paseo (The Ark), Makati, Metro Manila, Philippines

3 - 5 Years

Employee

Job Description

Job Title: Relationship Banker

Location : Insular Ayala-Paseo (The Ark) Makati, Metro Manila

About the Role

The Relationship Banker is responsible for acquiring and managing client relationships, growing the portfolio, and delivering quality financial solutions and service. The role requires strong sales discipline, sound judgment, analytical thinking, and the ability to handle client needs and complex concerns while maintaining high standards of compliance and service.

What You’ll Do

• Build, manage, and strengthen long‑term client relationships.
• Prospect for new clients and identify opportunities to grow the portfolio.
• Manage sales calls, leads, follow‑ups, and client acquisition pipelines.
• Address client needs and concerns using sound judgment and analytical thinking.
• Collaborate with internal teams while ensuring timely, accurate, and quality client service

Key Performance Indicator

• Achievement of sales and client acquisition targets.
• Growth and effective management of the client portfolio.
• Consistent sales calls, lead follow‑ups, and pipeline management.
• Quality and timeliness of client servicing and documentation.
• Compliance with regulatory, risk, and internal requirements.

What We’re Looking For

• Bachelor’s degree in Business, Finance, Economics, Marketing, or a related field.
• Strong sales, prospecting, client acquisition, negotiation, and closing skills.
• Strong relationship and portfolio management skills with a client-service mindset.
• Results‑driven, organized, adaptable, and able to work effectively in a target‑driven environment.
• Willing and able to complete required regulatory certifications, including UITF Certification (UCP) and SEC Fixed Income Certification/License; existing relevant certifications are an advantage.

Required Skills: Sales | Prospecting | Acquisition | Negotiation | Communication | Relationship-Building | Analytics | Organization | Adaptability | Resilience | Collaboration | Accountability | Compliance | Integrity | Client-Service

Job Snapshot

Updated Date

27-Oct-2026

Job ID

JOB_1047

Department

Location

Location Insular Ayala-Paseo (The Ark), Makati, Metro Manila, Philippines