Wealth Acquisition Manager - HNWI Onboarding

RCBC; Makati; On-site; PHP 1,000,000 - 2,200,000; Full time

Job summary

RCBC in Makati seeks a Wealth Acquisition Relationship Manager to expand the bank’s client base by onboarding new-to-bank clients into Wealth Management. You will combine sales acumen with financial expertise to identify and attract HNWIs, assess needs, and offer bespoke wealth solutions.

You will ensure seamless onboarding, educate clients on product features, and coordinate with internal teams to maintain accurate records and ongoing service delivery.

Responsibilities

• Onboard new-to-bank clients into Wealth Management.
• Identify and attract high-net-worth individuals (HNWIs) and assess client needs.
• Offer bespoke wealth solutions and educate clients on product features.
• Coordinate with internal teams to maintain accurate records and ensure ongoing service delivery.

Job description

RCBC in Makati seeks a Wealth Acquisition Relationship Manager to expand the bank's client base by onboarding new-to-bank clients into Wealth Management. You will combine sales acumen with financial expertise to identify and attract HNWIs, assess needs, and offer bespoke wealth solutions. You will ensure seamless onboarding, educate clients on product features, and coordinate with internal teams to maintain accurate records and ongoing service delivery.