Relationship Manager - Wealth Management

EastWest Bank; Cagayan de Oro; On-site; PHP 334,800 - 669,600; Full time

Benefits offered by this job

Career development and training opportunities

Competitive salary package

Performance-based incentives

Job summary

A leading financial institution is seeking a Relationship Manager in Cagayan de Oro City. The role involves prioritizing high-net-worth clients and providing innovative financial solutions while ensuring customer satisfaction. Candidates should have a bachelor's degree in relevant fields, licensed in financial products, and possess 2 to 5 years of retail banking experience. Expect career development opportunities, competitive salary, and incentives for high performance.

Qualifications

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

Responsibilities

• Drive business by prioritizing high-net-worth clients and cross-selling financial solutions.
• Build an information database on clients to support relationship-building.
• Conduct consultative financial analysis with clients to identify suitable products.

Skills

Relationship-building

Consultative selling

Financial analysis

Customer satisfaction

Market trend analysis

Education

Bachelor’s degree in Finance, Accountancy, Banking, Business Administration, Commerce, Marketing, Economics or equivalent

Tools

Financial products knowledge

Sales licenses (UITF TOAP, Insurance)

Job description

About the Job

Location: Cagayan De Oro City

Corporate Title: M to AVP

Work Arrangement: Onsite

Our Branches/Stores are looking for experienced professionals to join us in Cagayan De Oro City 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; implementing cross-selling and other relationship-building activities based on business and revenue contribution
• Conducting highly professional consultative financial analysis and profiling sessions with high-net-worth clients to identify suitable financial and investment products and services
• Participating in promotional activities/events for client acquisition; achieving agreed sales initiatives; relationship building and management
• Providing regular market information updates and trend analyses; conducting follow-up calls/visits; checking market trends and competitors’ offerings to enhance EWB program/product differentiation
• Providing professional service to achieve customer satisfaction and retention; handling customer issues and inquiries with service excellence; recommending process and product improvements based on customer feedback

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, Bank assurance, 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