Relationship Manager-UFSI

UnionBank; Cebu City; On-site; PHP 600,000 - 900,000; Full time

Job summary

UnionBank Financial Services and Insurance Brokerage, Inc. (UFSI) in Cebu City seeks a Relationship Manager to grow a portfolio of affluent clients with tailored investment solutions. You will conduct needs analyses, monitor markets, and deliver high-level advisory services on investments and insurance.

The role emphasizes regulatory compliance and a client-first approach. You will manage ongoing client relationships, seek new business, and collaborate with teams to achieve revenue targets while

Qualifications

• Experience in wealth management or investment advisory.
• Ability to analyze financial objectives and risk.
• Strong presentation and communication skills.
• Client-centric mindset with proactive relationship building.

Responsibilities

• Develop and manage a portfolio of affluent clients.
• Analyze client financial objectives, risk, and time horizon.
• Monitor markets and translate insights into advisory conversations.
• Conduct regular portfolio reviews and identify insurance opportunities.
• Achieve sales revenue and portfolio growth targets.
• Ensure KYC/AML compliance and proper documentation.
• Deliver high levels of client service and address concerns.
• Continuously enhance investment knowledge and advisory capabilities.

Skills

Investment & Technical Knowledge

Sales & Relationship Management

Communication & Analytical Skills

Stakeholder & Client Management

Personal & Professional Integrity

Job description

Job Description:

Job Title:

Relationship Manager - UFSI

Location:

Cebu Business Park, Cebu City

Employment Type:

Full-Time

About The Role

This role is under UnionBank Financial Services and Insurance Brokerage, Inc. (UFSI), a subsidiary of UnionBank of the Philippines. As a Relationship Manager, you are responsible for acquiring, managing, ad growing a portfolio of affluent and high net worth clients by providing suitable investment solutions aligned with their financial goals, risk profile, and time horizon. The role is accountable for driving investment revenue, providing insurance solutions, deepening client relationships, generating new business, and delivering high level of client service while ensuring compliance with all regulatory, suitability, and internal risk management requirements.

What You'll Do

• Develop and manage a portfolio of investment and wealth management clients.
• Conduct client financial and investment needs analysis, including assessment of financial objectives, risk appetite, and investment horizon.
• Proactively monitor financial markets and investment trends and translate relevant market insights into meaningful client conversations and investment opportunities.
• Conduct regular portfolio reviews and maintain ongoing engagement with clients to identify prospects for insurance and protection needs, as well additional investment opportunities.
• Achieve assigned sales, revenue, client acquisition, and portfolio growth targets.
• Ensure complete and timely documentation and strict adherence to KYC, AML, suitability, compliance, and other regulatory requirements.
• Deliver a consistently high level of client service and resolve client concerns promptly and professionally.
• Continuously enhance investment knowledge and professional capabilities to provide relevant and high-quality client advisory services.

What We're Looking For

• Investment & Technical Knowledge: Strong understanding of financial markets, investment products, and wealth management solutions.
• Sales & Relationship Management: Proven ability to acquire clients, grow portfolios, identify needs, and achieve sales targets.
• Communication & Analytical Skills: Strong presentation, communication, and analytical skills with the ability to simplify complex concepts.
• Stakeholder & Client Management: Excellent relationship-building and collaboration skills with a client-centric approach.
• Personal and Professional Competencies: Results-driven, highly organized, proactive, and committed to continuous learning and professional integrity.