Senior Wealth Relationship Manager

Union Bank of the Philippines

Quezon City

Hybrid

PHP 1,339,000 - 2,009,000

Full time

18 hours ago

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Job summary

UnionBank Financial Services and Insurance Brokerage Inc. is seeking a Senior Relationship Manager to grow and manage a portfolio of affluent clients, provide investment guidance, and ensure that solutions align with clients' objectives and risk profiles.

The role emphasizes AUM growth, cross-selling, and strict compliance with bank policies. The position involves relationship-building, advisory services, and achieving revenue targets across investments, insurance, and banking products, with

Qualifications

Proven sales record in wealth management or financial services.
Strong understanding of investment products and insurance solutions.
Excellent communication and client engagement skills.
High accountability with compliance and regulatory awareness.

Responsibilities

Manage and grow a portfolio of clients through regular relationship-building.
Provide investment guidance and address client inquiries on deposits, credit cards, and other products.
Achieve targets for investment, insurance, AUM growth, and customer acquisition.
Identify cross-selling opportunities for loans, cards, insurance, and investments.
Ensure compliance with regulatory requirements and internal policies while participating in campaigns.