Senior Relationship Manager-UFSI

UnionBank; Quezon City; On-site; PHP 900,000 - 1,800,000; Full time

Job summary

UnionBank Financial Services and Insurance Brokerage Inc. is seeking a Senior Relationship Manager-UFSI to grow and manage a portfolio of affluent clients, delivering financial advisory services and investment guidance while aligning with risk profiles and bank policies.

You will achieve targets in investments, insurance, and AUM growth, deepen client relationships, and identify cross-sell opportunities for loans, cards, and wealth products, ensuring strict compliance and customer service

Qualifications

• Must have proven relationship management and sales experience in financial services.
• Strong knowledge of investment products, insurance solutions and banking services.
• Excellent communication and stakeholder management skills.

Responsibilities

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

Skills

Relationship management

Sales experience

Wealth management

Banking products knowledge

Communication skills

Education

SEC CIS license

SEC FIMS license

TOAP

Job description

Company: UnionBank Financial Services and Insurance Brokerage Inc.

Position: Senior Relationship Manager-UFSI (UFSI_J000057)

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

Employment Type: Probationary

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