Relationship Manager - Priority Banking for Provincial Centers

East West Banking Corporation; Cebu City; On-site; PHP 334,800 - 558,000; Full time

Benefits offered by this job

Career development and training opportunities

Competitive salary package and benefits

Performance-based incentives and recognition programs

Job summary

East West Banking Corporation is seeking a Relationship Manager in Cebu City to focus on high-net-worth clients. This role involves driving business growth, providing consultative financial analysis, and maintaining customer satisfaction. Candidates should hold a Bachelor's degree and have 2 to 5 years of retail banking experience. The position offers competitive benefits and career development opportunities in a cohesive team environment committed to growth and success.

Qualifications

• 2 to 5 years of sales experience in retail banking, preferably in the wealth segment.
• Licensed to sell Fixed Income and Equities; UITF TOAP Certification and Insurance licenses are an advantage.
• Solid knowledge of financial products like Deposits, FX, Fixed Income, and Loans.

Responsibilities

• Generate and maintain business to achieve sales targets.
• Provide professional service to achieve customer satisfaction and retention.
• Conduct in-depth portfolio reviews and provide holistic financial advice.

Skills

Sales experience in retail banking

Relationship-building skills

Consultative selling skills

Education

Bachelor's degree in Finance, Accountancy, Banking, Business Administration, Commerce, Marketing, Economics

Job description

About The Job

Location: Iloilo, Cebu, Davao.

Our Priority Banking team is looking for experienced professionals to join us in Iloilo, Cebu, Davao 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.

East West Banking Corporation (EastWest) is one of the largest universal banks in the Philippines, and is committed to continuously invest in people and in process, product, and service enhancements, and embrace new ideas to enhance the EastWest experience. We empower our employees to drive their careers and are committed to provide the runway for them to grow. We value teamwork and individual initiative. Join us and be part of a highly engaged team, and a workplace that promotes development and goal attainment. Whether you're just starting out, or already a seasoned professional, EastWest can help you unleash your potential, and bridge the gap between dream to success.

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 related fields
• Licensed to sell Fixed Income and Equities; with UITF TOAP Certification; and Insurance (Traditional/VUL) licenses (an advantage but not required for fresh graduates)
• 2 to 5 years of sales experience in retail banking, preferably in the wealth segment; fresh graduates with a strong academic track record are welcome to apply
• Solid knowledge of financial products such as Deposits, FX, Fixed Income, Equities, Mutual Funds, UITFs, Bancassurance, Loans, and Cash Management solutions (training will be provided for fresh graduates)
• 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