Senior Wealth Relationship Manager

Eastwestbanker; Cagayan de Oro; On-site; PHP 600,000 - 900,000; Full time

Benefits offered by this job

Career development

Competitive salary

Performance incentives

Mentoring

Career progression

Job summary

East West Banking Corporation (EastWest) is seeking a Relationship Manager in Cagayan De Oro to drive growth by prioritizing high-net-worth clients with innovative financial solutions and tailored investment opportunities. You will conduct consultative analyses, build strong client relationships, and cross-sell a broad range of banking products.

The role emphasizes market awareness, service excellence, and proactive portfolio reviews to enhance customer satisfaction and retention.

Qualifications

• Bachelor's degree in Finance, Accountancy, Banking, Business Administration, Commerce, Marketing, Economics, or equivalent.
• Licenses to sell Fixed Income and Equities; UITF TOAP Certification; and Insurance licenses
• 2–5 years of sales experience in retail banking, preferably in the wealth segment
• Solid knowledge of a wide range of financial products, including Deposits, FX, Fixed Income, Equities, Mutual Funds, UITFs, Bank assurance, Loans, and Cash Management solutions
• Ability to conduct in-depth portfolio reviews and provide holistic financial advice
• Strong understanding of the macroeconomic landscape and its impact on wealth management
• Excellent relationship-building, communication, and consultative selling skills

Responsibilities

• Generation and maintenance of business to achieve sales targets; sourcing, calling, and presenting bank products/services/investment opportunities to the individual
• Building an information database on existing high-net-worth clients to support relationship-building and cross-selling efforts; implementing cross-selling and other relationship-building activities based on business and revenue contribution
• Conducting highly professional consultative financial analysis and profiling sessions with high-net-worth clients to identify suitable financial and investment products and services
• Participating in promotional activities/events for client acquisition; achieving agreed sales initiatives; relationship building and management
• Providing regular market information updates and trend analyses; conducting follow-up calls/visits; checking market trends and competitors' offerings to enhance EWB program/product differentiation
• Providing professional service to achieve customer satisfaction and retention; handling customer issues and inquiries with service excellence; recommending process and product improvements based on customer feedback

Skills

Relationship Building

Consultative Selling

Customer Service

Sales

Communication

Education

Bachelor's degree in Finance/Banking/Business

Job description

East West Banking Corporation (EastWest) is seeking a Relationship Manager in Cagayan De Oro to drive growth by prioritizing high-net-worth clients with innovative financial solutions and tailored investment opportunities. You will conduct consultative analyses, build strong client relationships, and cross-sell a broad range of banking products.

The role emphasizes market awareness, service excellence, and proactive portfolio reviews to enhance customer satisfaction and retention.