Senior Relationship Manager, Wealth & Priority Banking

EastWest Bank; Davao City; On-site; PHP 700,000 - 900,000; Full time

Benefits offered by this job

Career development and training opportunities

Performance-based incentives

Competitive salary package

Job summary

A financial services provider is seeking a Relationship Manager to prioritize high-net-worth clients in Davao. This role involves driving business by providing innovative financial solutions and ensuring customer satisfaction. The ideal candidate will hold a relevant bachelor's degree, possess sales experience in retail banking, and have strong relationship-building skills. A competitive salary package and career development opportunities are provided.

Qualifications

• Licensed to sell Fixed Income and Equities; with UITF TOAP Certification; and Insurance licenses.
• At least 2 to 5 years of sales experience in retail banking.

Responsibilities

• Drive business by prioritizing high-net-worth clients for financial solutions.
• Conduct financial analysis and profiling with clients to identify suitable products.
• Provide professional service to achieve customer satisfaction.

Skills

Excellent relationship-building skills

Consultative selling skills

Strong communication skills

Knowledge of financial products

Ability to conduct in-depth portfolio reviews

Education

Bachelor's degree in Finance or related field

Job description

A financial services provider is seeking a Relationship Manager to prioritize high-net-worth clients in Davao. This role involves driving business by providing innovative financial solutions and ensuring customer satisfaction. The ideal candidate will hold a relevant bachelor's degree, possess sales experience in retail banking, and have strong relationship-building skills. A competitive salary package and career development opportunities are provided.