Senior Wealth Relationship Manager — AUM & Investments

UnionBank

Quezon City

On-site

PHP 900,000 - 1,800,000

Full time

6 days ago

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Job summary

UnionBank Financial Services and Insurance Brokerage Inc. is seeking a Senior Relationship Manager-UFSI to grow and manage a portfolio of affluent clients, delivering financial advisory services and investment guidance while aligning with risk profiles and bank policies.

You will achieve targets in investments, insurance, and AUM growth, deepen client relationships, and identify cross-sell opportunities for loans, cards, and wealth products, ensuring strict compliance and customer service

Qualifications

Must have proven relationship management and sales experience in financial services.
Strong knowledge of investment products, insurance solutions and banking services.
Excellent communication and stakeholder management skills.

Responsibilities

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