Relationship Manager - Wealth Management (Cagayan De Oro)

EastWest Bank; Cagayan de Oro; On-site; PHP 500,000 - 900,000; Full time

Benefits offered by this job

Career development and training opportunities

Competitive salary package

Performance-based incentives

Job summary

A leading universal bank in Cagayan de Oro City seeks an experienced Relationship Manager to drive business with high-net-worth clients. The role includes generating business, conducting financial analysis, and ensuring customer satisfaction. Candidates should have a Bachelor's degree and 2 to 5 years of sales experience in retail banking. The bank offers competitive salary packages and career development opportunities.

Qualifications

• 2 to 5 years of sales experience in retail banking, preferably in the wealth segment.
• Licensed to sell Fixed Income and Equities; with UITF TOAP Certification.
• Strong understanding of the macroeconomic landscape impacting wealth management.
• Solid knowledge of a wide range of financial products and services.

Responsibilities

• Generate and maintain business to achieve sales targets.
• Conduct professional financial analysis with high-net-worth clients.
• Provide excellent service to achieve customer satisfaction and retention.
• Participate in client acquisition events and promotional activities; achieve sales initiatives.
• Provide market updates and trend analyses to differentiate EastWest offerings; assist in service improvements.

Skills

Relationship-building

Consultative selling

Financial analysis

Market trend analysis

Financial analysis

Client networking

Product knowledge

Education

Bachelor's degree in Finance or related field

LIC to sell Fixed Income & Equities; UITF TOAP Certification; Insurance licenses

Tools

Financial products knowledge

Job description

Overview

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.

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