Senior Wealth Relationship Manager

EastWest Bank; Cagayan de Oro; On-site; PHP 334,800 - 669,600; Full time

Benefits offered by this job

Career development and training opportunities

Competitive salary package

Performance-based incentives

Job summary

A leading financial institution is seeking a Relationship Manager in Cagayan de Oro City. The role involves prioritizing high-net-worth clients and providing innovative financial solutions while ensuring customer satisfaction. Candidates should have a bachelor's degree in relevant fields, licensed in financial products, and possess 2 to 5 years of retail banking experience. Expect career development opportunities, competitive salary, and incentives for high performance.

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, preferably in the wealth segment.
• Solid knowledge of various financial products, including Deposits, FX, Fixed Income, Equities, and Loans.

Responsibilities

• Drive business by prioritizing high-net-worth clients and cross-selling financial solutions.
• Build an information database on clients to support relationship-building.
• Conduct consultative financial analysis with clients to identify suitable products.

Skills

Relationship-building

Consultative selling

Financial analysis

Customer satisfaction

Market trend analysis

Education

Bachelor’s degree in Finance, Accountancy, Banking, Business Administration, Commerce, Marketing, Economics or equivalent

Tools

Financial products knowledge

Sales licenses (UITF TOAP, Insurance)

Job description

A leading financial institution is seeking a Relationship Manager in Cagayan de Oro City. The role involves prioritizing high-net-worth clients and providing innovative financial solutions while ensuring customer satisfaction. Candidates should have a bachelor's degree in relevant fields, licensed in financial products, and possess 2 to 5 years of retail banking experience. Expect career development opportunities, competitive salary, and incentives for high performance.