Relationship Manager

ATR Financial Advisory and Management Inc.; Makati; On-site; PHP 334,800 - 558,000; Full time

Job summary

ATR Financial Advisory and Management Inc. is seeking a candidate responsible for overseeing sales performance and client acquisition in Makati, Philippines. The ideal applicant should hold a college degree, preferably related to business, and have supervisory experience in sales. Knowledge in Investments and strong communication skills are essential. This role focuses on relationship management through direct sales channels, requiring assertiveness and leadership qualities.

Qualifications

• College graduate preferably in a business-related field.
• Sales-related supervisory experience in financial services preferred.
• Basic knowledge of Investments, Equities, and Fixed Income.

Responsibilities

• Oversee overall sales performance.
• Acquire new business and retain quality client relationships.
• Manage relationships through direct sales channels.

Skills

Leadership skills

Social skills

Presentation skills

Negotiation skills

Oral and written English communication

MS Office literacy

Education

College degree in business or related field

Job description

The position is responsible for over-all sales performance, acquisition of new business, retention of quality business and relationship management through the direct sales channel.

Qualifications

• College graduate preferably business related
• Supervisory level - sales related field work preferably in financial services but not required
• Basic knowledge in Investments, Equities and Fixed Income
• Proficient in oral and written English communications, MS Office literacy
• Must possess leadership skills, social skills, presentation skills and negotiation skills
• Must be confident, assertive and persistent