Senior Relationship Manager-UFSI

UnionBank; Makati; On-site; PHP 900,000 - 1,400,000; Full time

Job summary

Union Bank Financial Services and Insurance Brokerage Inc. in Makati City seeks a Senior Relationship Manager to grow a portfolio of affluent clients by delivering tailored investment and banking solutions.

You will deepen client relationships, drive revenue through investments and cross-selling, and ensure adherence to regulatory and internal standards while seeking new-to-bank clients and maintaining high service levels.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, Management, Marketing, Engineering, Education or related field.
• Strong communication and interpersonal skills.
• Analytical mindset with market understanding.
• High integrity, professionalism and compliance focus.
• Willingness to obtain certifications related to investments and wealth management.

Responsibilities

• Manage and grow a portfolio of affluent clients with tailored investment and banking solutions.
• Provide investment and banking support, including CASA and card-related requests.
• Generate referrals and acquire new-to-bank clients through networking and relationships.
• Identify cross-selling opportunities for investments, insurance, loans, and cards.
• Conduct portfolio reviews and monitor performance while ensuring regulatory compliance.

Skills

Relationship management

Communication

Analytical thinking

Compliance awareness

Education

Bachelor’s degree in Finance, Economics, Business or related

Job description

Job Description:

Company: Union Bank Financial Services and Insurance Brokerage Inc.

Position: S enior Relationship Manager-UFSI

Office Location: Makati City

Employment Type: Full-time

About The Role

The Relationship Manager is responsible for managing and growing a portfolio of affluent clients by providing investment and banking solutions tailored to their needs. The role focuses on deepening client relationships, driving revenue growth through investments and cross-selling, acquiring new-to-bank customers, and ensuring compliance with regulatory and internal standards.

What You'll Do

• Manage and engage clients regularly to drive portfolio growth and strengthen relationships.
• Provide support for investment-related inquiries and banking concerns, including CASA and credit card-related requests.
• Generate referrals and acquire new-to-bank clients through networking and relationship-building activities.
• Identify and maximize cross-selling opportunities for investment products, insurance, loans, cards, and other banking solutions.
• Conduct portfolio reviews, monitor client investment performance, and ensure compliance with customer due diligence and regulatory requirements.

What We're Looking For:

• Bachelor's degree in Finance, Business, Economics, Management, Marketing, Engineering, Education, or a related field.
• Strong communication and interpersonal skills with the ability to build and maintain client relationships.
• Analytical mindset with the ability to understand market trends and provide appropriate financial recommendations.
• High level of integrity, professionalism, and attention to compliance requirements.
• Willingness and capability to obtain required internal and external certifications related to investments and wealth management.