Wealth Acquisition & Relationship Lead

UnionBank of the Philippines; Quezon; On-site; PHP 2,000,000 - 3,000,000; Full time

Job summary

A leading financial institution in the Philippines seeks a Wealth Acquisitions Manager to acquire affluent clients with over USD 100,000 in assets. This role focuses on understanding client needs, connecting them to suitable banking solutions, and providing an exceptional client experience. Candidates should have at least 5 years of sales experience in wealth management or financial services and a Bachelor's degree in a relevant field.

Qualifications

• Minimum 5 years of sales experience in wealth management or financial services.
• Strong presentation skills for effectively communicating with clients.
• Client-centric mindset to cater to affluent individuals.

Responsibilities

• Acquire new-to-bank clients for the Wealth Management arm.
• Refer clients for risk profiling and financial needs analysis.
• Ensure strong controls throughout the account opening process.
• Deliver a remarkable experience to clients at every touchpoint.
• Collaborate effectively with internal partners and team players.

Skills

Sales experience

Presentation skills

Client-centric mindset

Education

Bachelor’s degree in Business or relevant course

Job description

A leading financial institution in the Philippines seeks a Wealth Acquisitions Manager to acquire affluent clients with over USD 100,000 in assets. This role focuses on understanding client needs, connecting them to suitable banking solutions, and providing an exceptional client experience. Candidates should have at least 5 years of sales experience in wealth management or financial services and a Bachelor's degree in a relevant field.