Senior Wealth Relationship Manager

RCBC; Makati; On-site; PHP 720,000 - 1,100,000; Full time

Job summary

RCBC in the Philippines is seeking a Relationship Manager to grow and deepen accounts for high-net-worth clients. You will solicit new business, build a robust client network, and provide financial advisory services to meet investment needs and regulatory requirements.

The role emphasizes proactive client engagement, cross-group coordination, and ongoing market updates to advise clients on opportunities and risks.

Qualifications

• A team player with confident client interaction.
• Bachelor’s degree in business or related field (4-year degree).

Responsibilities

• Solicits new accounts and develops existing accounts to generate sales volume and revenue.
• Develops and maintains a network of prospective clients and conducts client calls/visits.
• Ensures up-to-date client information and regulatory compliance (KYC/AMLA/BSP).
• Provides financial advisory services and product recommendations.
• Coordinates with other groups within the bank and affiliates to assist WM clients.
• Conducts sales coaching for Relationship Associates.

Skills

Team player

Education

Bachelor’s degree in business or related field

Job description

RCBC in the Philippines is seeking a Relationship Manager to grow and deepen accounts for high-net-worth clients. You will solicit new business, build a robust client network, and provide financial advisory services to meet investment needs and regulatory requirements.

The role emphasizes proactive client engagement, cross-group coordination, and ongoing market updates to advise clients on opportunities and risks.