Relationship Manager (Premiere or Wealth)

Michael Page; Philippines; On-site; PHP 600,000 - 960,000; Full time

Benefits offered by this job

HMO coverage

Work-related allowances

Training and development programs

Global banking exposure

Job summary

Michael Page is seeking a relationship-driven banker in the Philippines to manage and grow a portfolio of Premier and Wealth clients. You will acquire new-to-bank customers, identify financial goals, and recommend banking, investment, and insurance solutions while delivering exceptional client service.

You will deepen relationships through proactive portfolio management, cross-sell wealth products, and conduct wealth discussions, all while achieving sales targets and maintaining regulatory

Qualifications

• At least 3 years of experience in banking, financial services, insurance, or relationship management.
• Proven sales and client acquisition experience.
• Experience managing affluent, Premier, Wealth, or high-net-worth clients is highly preferred.
• Strong relationship-building and stakeholder management skills.
• Demonstrated hunter mentality with the ability to generate and convert leads.
• Strong communication, presentation, and influencing skills.
• Knowledge of investment, wealth, insurance, and banking products.
• Experience handling client portfolios and achieving sales targets.

Responsibilities

• Manage and grow a portfolio of Premier and Wealth clients.
• Acquire new-to-bank customers and generate new business opportunities.
• Identify clients' financial goals and recommend suitable banking, investment, and insurance solutions.
• Deepen existing client relationships through proactive portfolio management.
• Cross-sell relevant wealth and financial products.
• Deliver a high level of personalized customer service and client experience.
• Conduct regular financial and wealth discussions with clients.
• Build and maintain strong networks to generate referrals and business opportunities.
• Achieve individual sales, revenue, and relationship management targets.
• Ensure compliance with regulatory, operational, and risk management requirements.
• Collaborate with internal stakeholders to provide holistic financial solutions.

Skills

Relationship building

Lead generation

Sales experience

Communication skills

Presentation skills

Influencing skills

Financial product knowledge

HNWI client experience

Job description

• Join a globally recognized financial institution with strong career growth .
• Build and manage a high-value client portfolio.

About Our Client

A leading international financial services organization.

Job Description

• Manage and grow a portfolio of Premier and Wealth clients.
• Acquire new-to-bank customers and generate new business opportunities.
• Identify clients' financial goals and recommend suitable banking, investment, and insurance solutions.
• Deepen existing client relationships through proactive portfolio management.
• Cross-sell relevant wealth and financial products.
• Deliver a high level of personalized customer service and client experience.
• Conduct regular financial and wealth discussions with clients.
• Build and maintain strong networks to generate referrals and business opportunities.
• Achieve individual sales, revenue, and relationship management targets.
• Ensure compliance with regulatory, operational, and risk management requirements.
• Collaborate with internal stakeholders to provide holistic financial solutions.

The Successful Applicant

• At least 3 years of experience in banking, financial services, insurance, or relationship management.
• Proven sales and client acquisition experience.
• Experience managing affluent, Premier, Wealth, or high-net-worth clients is highly preferred.
• Strong relationship-building and stakeholder management skills.
• Demonstrated hunter mentality with the ability to generate and convert leads.
• Strong communication, presentation, and influencing skills.
• Knowledge of investment, wealth, insurance, and banking products.
• Experience handling client portfolios and achieving sales targets.
• Wealth management licenses and certifications are advantageous for Wealth-focused positions.
• Comfortable participating in sales scenarios, role plays, and client advisory discussions.

What's on Offer

• Comprehensive HMO coverage.
• Allowances to support work-related expenses.
• Performance-driven career progression opportunities
• Exposure to a globally recognized banking environment
• Comprehensive training and development programs