Wealth Acquisitions Manager (Eastwood, Quezon City)

UnionBank of the Philippines; Quezon City; On-site; PHP 900,000 - 1,300,000; Full time

Job summary

UnionBank of the Philippines is seeking a Wealth Acquisitions Manager to drive new-to-bank deposit growth and connect clients with investment and insurance partners. The role emphasizes client needs assessment, solution alignment, and exceptional service across the sales cycle.

You will collaborate with internal partners to maintain controls and expand affluent client relationships, leveraging your sales track record and industry knowledge in wealth management.

Qualifications

• Bachelor’s degree in Business, Finance, Marketing, or related field.
• Solid sales experience, ideally in wealth management or financial services.
• Proven track record of consistently meeting or exceeding sales targets.
• Strong ability to build, manage, and grow client relationships.

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

Skills

Attention to detail

Communication

Growth mindset

Integrity

Meeting deadlines

Perseverance

Positive attitude

Self-confidence

Social skills

Teamwork

Willingness to learn

Education

Bachelor’s degree in Business, Finance, Marketing, or related field

Job description

Wealth Acquisitions Manager (Eastwood, Quezon City) UB Square - 11F, Quezon, Metro Manila, Philippines 2 - 5 Years Employee

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, Finance, Marketing, or a related field
• Solid sales experience, ideally in wealth management or financial services
• Proven track record of consistently meeting or exceeding sales targets
• Strong ability to build, manage, and grow client relationships
• With an existing client network or portfolio is an advantage
• Certified in finance-related fields (e.g., Investment, Wealth Management, or equivalent) is preferred
• Excellent communication, negotiation, and presentation skills

Required Skills

• Attention to detail
• Communication
• Growth mindset
• Integrity
• Meeting deadlines
• Perseverance
• Positive attitude
• Self-confidence
• Social skills
• Teamwork
• Willingness to learn

Department

Wealth Acquisitions and Portfolio Deepening