Relationship Manager - Priority Banking (Metro Manila)

East West Banking Corporation; Metro Manila; On-site; PHP 600,000 - 1,200,000; Full time

Job summary

East West Banking Corporation invites experienced professionals to join our Metro Manila team as Relationship Manager. You will prioritize high-net-worth clients, present financial solutions, and foster long-term relationships through expert advisory and market insights.

We seek candidates with a finance-related degree, licenses for wealth products, and 2–5 years in retail banking sales. Onsite role with competitive compensation and career growth opportunities.

Qualifications

• Bachelor's degree in Finance, Accountancy, Banking, Business Administration, Commerce, Marketing, Economics, or equivalent.
• Excellent relationship‑building and communication skills with a consultative selling approach.
• Strong understanding of financial products and wealth management concepts.

Responsibilities

• Generate and maintain business to achieve sales targets.
• Source, call, and present bank products/services to high-net-worth individuals.
• Build a database of high-net-worth clients to support relationship-building and cross-selling.
• Conduct consultative financial analyses and profiling to recommend suitable products.
• Provide market updates and trend analyses on equities, bonds, and other investment instruments.
• Deliver professional service to ensure customer satisfaction and retention.

Skills

Relationship building

Communication

Consultative selling

Education

Bachelor's degree in Finance/Accounting/Banking/Business/Commerce/Economics

Job description

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.

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 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

To know more about us, and our career opportunities visit https://careers-page.com/eastwest-bank