Virtual Relationship Manager – Preferred Clients

Bank of the Philippine Islands (BPI); Philippines; On-site; PHP 600,000 - 960,000; Full time

Job summary

The Virtual Relationship Manager (Virtual Stores) at Bank of the Philippine Islands (BPI) will oversee a portfolio of high-net-worth clients, acting as a trusted financial advisor and driving growth through tailored solutions and active engagement. They will use CRM and telephony tools to monitor portfolio activity and deliver excellent client journeys.

The role emphasizes understanding client goals, spotting opportunities, and delivering services across channels while maintaining strong

Qualifications

• Bachelor's degree in business-related field.
• Minimum 2 years of experience in sales and marketing.
• Understanding the APA of clients.
• Knowledge of financial markets and economic conditions.
• Knowledge of sales management processes, policies, and procedures.
• Strong communication and presentation skills.
• Willing to be onsite at BPI Buendia Center Makati.

Responsibilities

• Manages and grows a defined portfolio of Preferred Banking clients through active engagement across all platforms, provides financial advice and wellness to clients based on their profile and risk appetite.
• Maximizes use of tools in spotting opportunities to uncover needs of clients during conversations, and addresses issues and concerns of clients and provides resolution within the prescribed turn-around time (TAT)
• Performs service and sales callouts, virtual meetings and invitations to clients for marketing activities, campaigns, new products and promotions, and usage of digital channels
• Acquires new-to-bank clients; handles omnichannel opportunities; and closely monitors and provides regular updates to each client
• Encodes on all available reporting tools to document results of client conversations

Skills

Communication skills

Presentation skills

Sales experience

Opportunity spotting

Education

Bachelor's degree in business

Tools

CRM systems

Telephony systems

Job description

The Virtual Relationship Manager (Virtual Stores) at Bank of the Philippine Islands (BPI) will oversee a portfolio of high-net-worth clients, acting as a trusted financial advisor and driving growth through tailored solutions and active engagement. They will use CRM and telephony tools to monitor portfolio activity and deliver excellent client journeys.

The role emphasizes understanding client goals, spotting opportunities, and delivering services across channels while maintaining strong