Wealth Acquisitions Manager (Cebu City)

UnionBank; Cebu City; 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.
• Client-centric mindset.

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

The Wealth Acquisitions Manager is responsible for acquiring new-to-bank deposit clients with at least USD 100,000 in assets under management for UnionBank Wealth Management Business serving affluent individuals. This role uncovers client needs, aligns clients with suitable banking solutions, and connects clients to investment and insurance brokerage partners to help them achieve their financial goals.

Duties And Responsibilities

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

Key Performance Indicator

• Consistent delivery of required Wealth new-to-bank accounts and new-to-investment conversions
• Achievement of target prospecting calls to affluent prospects
• Delivery of a superior client experience with zero valid customer complaints
• Strong adherence to controls with no compliance or HR-related cases

Qualifications

• Bachelor’s degree in Business or any relevant course
• At least 5 years of sales experience, ideally in wealth management or financial services
• Strong presentation skills
• Client-centric mindset