Relationship Manager - Wealth Management

Eastwest Bank; Ilocos Norte; On-site; PHP 600,000 - 900,000; Full time

Job summary

EastWest Banking Corporation (EastWest Bank) invites experienced Relationship Managers to join our Wealth Management team in Bacolod and Iloilo. You will drive business by prioritizing high-net-worth clients for innovative financial solutions and cross-selling, ensuring satisfaction and retention.

You will stay abreast of market trends and competitor activities, continually enhancing service levels and operational efficiency.

Qualifications

• Bachelor's degree in Finance, Accountancy, Banking, Business Administration, Commerce, Marketing, Economics, or equivalent.
• Licensed to sell Fixed Income and Equities; UITF TOAP Certification; and Insurance licenses (Traditional/VUL).
• 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: deposits, FX, fixed income, equities, mutual funds, UITFs, bank assurance, loans, cash management.
• Ability to conduct in-depth portfolio reviews and provide holistic financial advice.
• Strong understanding of macroeconomic landscape and its impact on wealth management.
• Excellent relationship-building, communication, and consultative selling skills.

Responsibilities

• Generation and maintenance of business to achieve sales targets; sourcing, calling, and presenting bank products/services to individuals.
• Building a database of high-net-worth clients to support relationship-building and cross-selling efforts.
• Conducting consultative financial analysis and profiling sessions with high-net-worth clients to identify suitable products and services.
• Participating in promotional activities/events for client acquisition; achieving sales initiatives; relationship building and management.
• Providing market information updates and trend analyses; follow-up calls/visits; monitor market trends and competitors' offerings.
• Providing professional service to achieve customer satisfaction and retention; addressing inquiries and recommending improvements.

Skills

Relationship-building

Communication

Consultative selling

Portfolio reviews

Financial knowledge

Education

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

Job description

Relationship Manager - Wealth Management

Company : Eastwest Bank Job Type : Full Time Iloilo City Iloilo Philippines

Job Description - Relationship Manager - Wealth Management

About the Job

Location: Bacolod and Iloilo

Corporate Title: Manager to Assistant Vice President

Work Arrangement: Onsite

Our Branches/Stores are looking for experienced professionals to join us in multiple sites listed above 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.

Your dream. Our focus.

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; 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