Relationship Manager - Investments & Wealth Growth (Makati)

Union Bank of the Philippines

Manila, Hinoba-an

On-site

PHP 800,000 - 1,600,000

Full time

14 days+

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Job summary

UnionBank Financial Services and Insurance Brokerage Inc. is seeking a Relationship Manager-UFSI in Makati to manage client relationships, align portfolio allocations with investment objectives, and drive growth in AUM.

The role requires proactive client engagement, adherence to compliance, and active cross-sell of financial products. The position is primarily client-facing with a preference for candidates who can meet clients in person rather than remaining office-based, located at Makati’s

Qualifications

Licensure with SEC/FI preferred or willingness to obtain licensure.
Experience with investment and wealth management is advantageous.
Strong client-facing experience with portfolio management is preferred.

Responsibilities

Drive portfolio actions through proactive client engagement.
Respond to investment-related or transactional queries.
Generate MGM/referrals for new-to-bank clients.
Identify and pursue cross-sell opportunities for cards, loans, and other products.
Attend internal and external market outlook briefings regularly.
Conduct portfolio reviews for 1–2 clients daily.
Complete compliance-related deliverables, including customer due diligence, AIR inquiries, surveillance, and LMTM callouts.
Participate actively in Power Hour callouts and tag campaigns in ECRM.
Review daily production and evaluate its impact on scorecards.