Relationship Officer

China Bank Group; San Fernando; On-site; PHP 600,000 - 900,000; Full time

Job summary

China Bank Group is seeking a Relationship Officer to manage and grow a client portfolio by delivering personalized financial guidance, wealth management solutions, and exceptional service across banking and investment needs.

You will conduct needs assessments, collaborate with branches, ensure KYC compliance, and pursue new business through referrals and networking, contributing to sustainable client growth and a trusted bank relationship.

Qualifications

• Bachelor's degree in any business-related or relevant field.
• At least 3-4 years of experience in banking, relationship management, sales, or financial services.
• Strong interpersonal, communication, and client engagement skills.
• Basic knowledge of investments, financial planning, and wealth management concepts.
• Computer literate and comfortable working with digital banking tools and systems.

Responsibilities

• Manage and strengthen relationships with a portfolio of clients through proactive engagement and financial planning discussions.
• Conduct financial needs assessments and recommend suitable banking, investment, and wealth management solutions.
• Identify and pursue new business opportunities through prospecting, referrals, and network-building activities.
• Collaborate with internal stakeholders to deliver comprehensive financial solutions and investment strategies.
• Assist clients in completing required documentation and ensure compliance with KYC, customer due diligence, and suitability assessment requirements.
• Coordinate with branches and support units to ensure timely processing and servicing of client transactions.

Skills

Relationship management

Sales

Communication

Financial advisory

Education

Bachelor's degree in business or related field

Job description

3 - 4 Years

Permanent

Job Description

About You & the Role

Are you passionate about building meaningful client relationships and helping individuals achieve their financial goals? As a Relationship Officer, you will manage and grow a portfolio of clients by providing personalized financial advice, identifying investment opportunities, and delivering exceptional customer experiences. You will work closely with internal partners to develop tailored solutions that address clients' evolving financial needs.

What You Will Be Doing

• Manage and strengthen relationships with a portfolio of clients through proactive engagement and financial planning discussions.
• Conduct financial needs assessments and recommend suitable banking, investment, and wealth management solutions.
• Identify and pursue new business opportunities through prospecting, referrals, and network-building activities.
• Collaborate with internal stakeholders to deliver comprehensive financial solutions and investment strategies.
• Assist clients in completing required documentation and ensure compliance with KYC, customer due diligence, and suitability assessment requirements.
• Coordinate with branches and support units to ensure timely processing and servicing of client transactions.

What Success Looks Like

• Strong client relationships built on trust, responsiveness, and quality service.
• Consistent growth in client portfolios and acquisition of new-to-bank relationships.
• Effective identification of client needs and delivery of tailored financial solutions.
• Timely and accurate completion of client onboarding, documentation, and compliance requirements.
• Positive contribution to business growth through referrals and cross-selling opportunities.

Qualifications

• Bachelor's degree in any business-related or relevant field.
• At least 3-4 years of experience in banking, relationship management, sales, or financial services.
• Strong interpersonal, communication, and client engagement skills.
• Basic knowledge of investments, financial planning, and wealth management concepts.
• Computer literate and comfortable working with digital banking tools and systems.

What You Can Expect Here

• Exposure to high-value client relationship management and wealth advisory practices.
• Opportunities to deepen your knowledge of banking, investments, and financial planning.
• A collaborative environment that supports continuous learning and professional growth.
• Meaningful work that allows you to make a direct impact on clients' financial success.
• Competitive rewards and opportunities to build a long-term career in banking and wealth management.