Senior Wealth Relationship Manager

RCBC; Davao City; On-site; PHP 500,000 - 800,000; Full time

Job summary

RCBC in the Philippines seeks a Relationship Manager to solicit new accounts, deepen client relationships, and provide financial advisory services to high-net-worth individuals. You will ensure proper KYC/AML compliance and collaborate with internal teams to deliver tailored solutions, while coaching associates for improved sales effectiveness.

Preference for Chinese-speaking candidates. The role requires a strong network, excellent service mindset, and a 4-year business degree.

Qualifications

• Team player with confidence when interacting with clients.
• Minimum of a 4-year business-related degree.
• Preference for Chinese-speaking candidates.

Responsibilities

• Solicits new accounts and develops/deepens existing accounts to meet sales targets and asset growth.
• Develops and maintains a network of prospective clients and referrals; plans calls/visits.
• Ensures complete and up-to-date client information; adheres to KYC and AMLA regulatory requirements.
• Provides financial advisory services to promote loyalty and cross-sell products.
• Liaises with WM clients and other bank groups to coordinate solutions.

Skills

Chinese-speaking

Team player

Education

4-year business degree

Job description

RCBC in the Philippines seeks a Relationship Manager to solicit new accounts, deepen client relationships, and provide financial advisory services to high-net-worth individuals. You will ensure proper KYC/AML compliance and collaborate with internal teams to deliver tailored solutions, while coaching associates for improved sales effectiveness.

Preference for Chinese-speaking candidates. The role requires a strong network, excellent service mindset, and a 4-year business degree.