Senior Relationship Manager-UFSI

Union Bank of the Philippines; Quezon City; Ibrido; PHP 1.339.000 - 2.009.000; Tempo pieno

Descrizione del lavoro

UnionBank Financial Services and Insurance Brokerage Inc. is seeking a Senior Relationship Manager to grow and manage a portfolio of affluent clients, provide investment guidance, and ensure that solutions align with clients' objectives and risk profiles.

The role emphasizes AUM growth, cross-selling, and strict compliance with bank policies. The position involves relationship-building, advisory services, and achieving revenue targets across investments, insurance, and banking products, with

Competenze

• Proven sales record in wealth management or financial services.
• Strong understanding of investment products and insurance solutions.
• Excellent communication and client engagement skills.
• High accountability with compliance and regulatory awareness.

Mansioni

• Manage and grow a portfolio of clients through regular relationship-building.
• Provide investment guidance and address client inquiries on deposits, credit cards, and other products.
• Achieve targets for investment, insurance, AUM growth, and customer acquisition.
• Identify cross-selling opportunities for loans, cards, insurance, and investments.
• Ensure compliance with regulatory requirements and internal policies while participating in campaigns.

Conoscenze

Relationship management

Sales experience

Investment guidance

Client engagement

Compliance awareness

Formazione

SEC CIS license

SEC FIMS license

TOAP

Descrizione del lavoro

Company: UnionBank Financial Services and Insurance Brokerage Inc.

Position: Senior Relationship Manager-UFSI (UFSI_J000057)

Office Location: UnionBank Square - Eastwood, Libis , Quezon City

About the Role

The Senior Relationship Manager is responsible for growing and managing a portfolio of affluent clients through regular engagement and financial advisory services. The role focuses on achieving sales targets in investments and insurance, increasing Assets Under Management (AUM), deepening client relationships, and ensuring that recommended solutions align with clients' financial objectives and risk profiles while maintaining compliance with bank policies.

What You'll Do

• Manage and grow a portfolio of clients through regular relationship-building and portfolio reviews.
• Provide investment guidance and address client inquiries related to deposits (CASA), credit cards, and other banking products.
• Achieve individual targets for investment, insurance, AUM growth, and customer acquisition.
• Identify and maximize cross-selling opportunities for loans, cards, insurance, and investment products.
• Ensure compliance with regulatory requirements, customer due diligence, and internal policies while participating in sales campaigns and business initiatives.

What We're Looking For

• Strong relationship management and sales experience, preferably in wealth management, priority banking, or financial services.
• Proven ability to achieve revenue, AUM, and client acquisition targets.
• Good understanding of investment products, insurance solutions, and banking services.
• Excellent communication, client engagement, and stakeholder management skills.
• Highly accountable, analytical, adaptable, and detail-oriented, with a strong commitment to compliance and customer service.

Preferred Qualifications but not required:

• Proficiency in Chinese
• Possession of SEC licenses (CIS and FIMS) and TOAP