Senior Wealth Client Relations Manager

UnionBank; Makati; On-site; PHP 900,000 - 1,500,000; Full time

Job summary

Union Bank Financial Services and Insurance Brokerage Inc. in Makati City is seeking a Senior Relationship Manager-UFSI to manage a portfolio of affluent clients, delivering tailored investment and banking solutions.

You will deepen client relationships, drive revenue through investments and cross-selling, and ensure compliance with regulatory standards while pursuing internal and external certifications.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.

Responsibilities

• Manage and engage affluent clients to drive portfolio growth and deepen relationships.
• Provide investment and banking guidance, including CASA and credit-related inquiries.
• Generate referrals and acquire new-to-bank clients through networking.
• Identify cross-selling opportunities across investments, insurance, loans, and cards.
• Conduct portfolio reviews and ensure compliance with due diligence and regulatory requirements.

Skills

Relationship Management

Client Engagement

Cross-Selling

Financial Advisory

Communication Skills

Education

Bachelor's degree in Finance or related field

Job description

Union Bank Financial Services and Insurance Brokerage Inc. in Makati City is seeking a Senior Relationship Manager-UFSI to manage a portfolio of affluent clients, delivering tailored investment and banking solutions.

You will deepen client relationships, drive revenue through investments and cross-selling, and ensure compliance with regulatory standards while pursuing internal and external certifications.