Senior Wealth & Investment Relationship Manager

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

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.