Relationship Manager - Priority Banking

EastWest Bank; Metro Manila; On-site; PHP 446,400 - 669,600; Full time

Benefits offered by this job

Career development and training opportunities

Performance-based incentives

Defined career progression paths

Job summary

A financial institution in Metro Manila is seeking a Relationship Manager to enhance business through innovative financial solutions for high-net-worth clients. The role involves driving sales targets, conducting financial analysis, and maintaining strong client relationships. Candidates should have a Bachelor's degree in relevant fields, licensing in financial products, and 2 to 5 years of retail banking sales experience. Competitive salary and career development opportunities offered.

Qualifications

• Licensed to sell Fixed Income and Equities with UITF TOAP Certification.
• At least 2 to 5 years of sales experience in retail banking, preferably in wealth segment.
• Solid knowledge of financial products including Deposits, FX, Fixed Income, and Loans.

Responsibilities

• Drive business by prioritizing high-net-worth clients for financial solutions.
• Generate and maintain business to achieve sales targets.
• Conduct consultative financial analysis and profiling sessions with clients.

Skills

Relationship-building

Sales experience

Financial analysis

Consultative selling skills

Education

Bachelor's degree in Finance, Accountancy, Banking, or Business Administration

Job description

About the Job

Location: Metro Manila - Makati, Pasig, Quezon city

Corporate Title: Junior Officer to Senior Manager

Work Arrangement: Onsite

Our Branches/Stores are looking for experienced professionals to join us in Metro Manila in the role of Relationship Manager.

In this role, you will drive the business by prioritizing high-net-worth clients for innovative financial solutions and cross-selling, ensuring customer satisfaction and retention. Stay abreast of market trends and competitor activities, continually enhancing service levels and operational efficiency.

What the role will entail

• Generation and maintenance of business to achieve sales targets
• Sourcing, calling, and presenting bank products/services/investment opportunities to the individual
• Building an information database on existing high-net-worth clients to support relationship-building and cross-selling efforts
• Conducting highly professional consultative financial analysis and profiling sessions with high-net-worth clients to identify suitable financial and investment products and services for them to achieve their personal financial and investment objectives
• Foster and deepen customer relationships by providing regular market information updates and trend analyses on local equities, bonds, and other investment instruments through market specialists; conduct follow-up calls/visits to assist them in their investment decisions
• Provide professional service to achieve customer satisfaction and retention

What we're looking for

• Bachelor's degree in Finance, Accountancy, Banking, Business Administration, Commerce, Marketing, Economics, or equivalent
• Licensed to sell Fixed Income and Equities; with UITF TOAP Certification; and Insurance (Traditional/VUL) licenses
• At least 2 to 5 years of sales experience in retail banking, preferably in the wealth segment
• Solid knowledge of a wide range of financial products, including Deposits, FX, Fixed Income, Equities, Mutual Funds, UITFs, Bancassurance, Loans, and Cash Management solutions
• Ability to conduct in-depth portfolio reviews and provide holistic financial advice
• Strong understanding of the macroeconomic landscape and its impact on wealth management
• Excellent relationship-building, communication, and consultative selling skills

What you can expect from joining our team

• Career development and training opportunities
• Competitive salary package and benefits
• Performance-based incentives and recognition programs to reward high-performing individuals
• Opportunity to work with industry experts and be mentored by them
• Defined career progression paths to guide you in your professional growth